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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$37.10
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Catalyst/SMH Total Return Income C
Price$4.87
Change-$0.02 (-0.41%)
VolumeN/A
Net Assets19.3M
RLEFX vs TRICX Comparison Chart in %
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RLEFX vs. TRICX commentary
Jul 29, 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: 254B vs. TRICX (19.3M). TRICX pays higher dividends than RLEFX: TRICX (6.45) vs RLEFX (2.01). 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 : 9.35 vs. TRICX (7.05). TRICX return over 5 years is better than : 61.36 vs. RLEFX (39.45).
| 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 | 9.133 | 4.434 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 19.3M | 1,316,062% |
| Annual Yield % from dividends | 2.01 | 6.45 | 31% |
| Returns for 1 year | 9.35 | 7.05 | 133% |
| Returns for 3 years | 31.92 | 28.99 | 110% |
| Returns for 5 years | 39.45 | 61.36 | 64% |
| Returns for 10 years | N/A | 97.61 | - |
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