Ad is loading...
RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income C
Price$4.78
Change-$0.08 (-1.65%)
VolumeN/A
CapitalizationN/A
RLEFX vs TRICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TRICX commentary
Dec 19, 2024
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 StrongBuy and TRICX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. TRICX (18.8M). TRICX pays higher dividends than RLEFX: TRICX (4.97) vs RLEFX (2.42). RLEFX was incepted earlier than TRICX: RLEFX (9 years) vs TRICX (17 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TRICX (15.00). 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 : 12.69 vs. TRICX (11.98). TRICX return over 5 years is better than : 39.47 vs. RLEFX (33.70).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 11.668 | 10.303 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 18.8M | 1,281,915% |
| Annual Yield % from dividends | 2.42 | 4.97 | 49% |
| Returns for 1 year | 12.69 | 11.98 | 106% |
| Returns for 3 years | 12.14 | 12.44 | 98% |
| Returns for 5 years | 33.70 | 39.47 | 85% |
| Returns for 10 years | N/A | 63.28 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...