Interact to see
Advertisement
Advertisement
RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
Catalyst/SMH Total Return Income C
Price$4.91
Change+$0.02 (+0.41%)
VolumeN/A
Net Assets19.3M
RLEFX vs TRICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TRICX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 258B vs. TRICX (19.3M). TRICX pays higher dividends than RLEFX: TRICX (5.74) vs RLEFX (1.97). 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 : 9.60 vs. TRICX (8.79). TRICX return over 5 years is better than : 58.18 vs. RLEFX (40.14).
| 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 | 10.924 | 5.847 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 19.3M | 1,336,788% |
| Annual Yield % from dividends | 1.97 | 5.74 | 34% |
| Returns for 1 year | 9.60 | 8.79 | 109% |
| Returns for 3 years | 39.81 | 34.12 | 117% |
| Returns for 5 years | 40.14 | 58.18 | 69% |
| Returns for 10 years | N/A | 110.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement