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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Catalyst/SMH Total Return Income C
Price$4.88
Change-$0.05 (-1.01%)
VolumeN/A
Net Assets19.12M
RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. TRICX (19.1M). 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). TRICX annual gain was more profitable for investors over the last year : 13.03 vs. RLEFX (9.42). TRICX return over 5 years is better than : 40.05 vs. RLEFX (31.16).
| 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 | 2.915 | 3.544 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 19.1M | 1,267,016% |
| Annual Yield % from dividends | 2.42 | 4.97 | 49% |
| Returns for 1 year | 9.42 | 13.03 | 72% |
| Returns for 3 years | 18.08 | 20.45 | 88% |
| Returns for 5 years | 31.16 | 40.05 | 78% |
| Returns for 10 years | N/A | 63.36 | - |
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