Interact to see
Advertisement
Advertisement
RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Catalyst/SMH Total Return Income C
Price$4.73
Change-$0.03 (-0.63%)
VolumeN/A
Net Assets19.01M
RLEFX vs TRICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TRICX commentary
Nov 20, 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 Hold and TRICX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. TRICX (19M). TRICX pays higher dividends than RLEFX: TRICX (5.35) vs RLEFX (1.89). RLEFX was incepted earlier than TRICX: RLEFX (10 years) vs TRICX (18 years). TRICX (4.36) is less costly to investors than RLEFX (0.39). TRICX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (44.00). 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 : 9.19 vs. TRICX (1.79). TRICX return over 5 years is better than : 46.69 vs. RLEFX (39.92).
| 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 | 18 years | - |
| Gain YTD | 14.230 | 3.505 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 19M | 1,384,211% |
| Annual Yield % from dividends | 1.89 | 5.35 | 35% |
| Returns for 1 year | 9.19 | 1.79 | 514% |
| Returns for 3 years | 41.75 | 26.99 | 155% |
| Returns for 5 years | 39.92 | 46.69 | 85% |
| Returns for 10 years | 73.11 | 118.89 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement