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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$34.85
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Catalyst/SMH Total Return Income C
Price$4.37
Change-$0.06 (-1.35%)
VolumeN/A
Net Assets17.68M
RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
May 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLEFX is a Buy and TRICX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. TRICX (17.7M). TRICX pays higher dividends than RLEFX: TRICX (6.92) vs RLEFX (2.17). RLEFX was incepted earlier than TRICX: RLEFX (10 years) vs TRICX (17 years). TRICX (4.36) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. TRICX (35.00). RLEFX has a lower initial minimum investment than TRICX: RLEFX (250) vs TRICX (2500). RLEFX annual gain was more profitable for investors over the last year : 4.49 vs. TRICX (-0.45). TRICX return over 5 years is better than : 58.49 vs. RLEFX (39.05).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | 0.39 | 3.68 | 11% |
| Annual Report Gross Expense Ratio | 0.39 | 4.36 | 9% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 1.967 | -6.146 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 17.7M | 1,355,932% |
| Annual Yield % from dividends | 2.17 | 6.92 | 31% |
| Returns for 1 year | 4.49 | -0.45 | -1,001% |
| Returns for 3 years | 24.01 | 17.23 | 139% |
| Returns for 5 years | 39.05 | 58.49 | 67% |
| Returns for 10 years | N/A | 51.86 | - |
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