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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Catalyst/SMH Total Return Income C
Price$4.40
Change+$0.05 (+1.15%)
VolumeN/A
Net Assets17.64M
RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
Apr 25, 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: 227B vs. TRICX (17.6M). TRICX pays higher dividends than RLEFX: TRICX (6.65) vs RLEFX (2.16). RLEFX was incepted earlier than TRICX: RLEFX (9 years) vs TRICX (17 years). TRICX (4.36) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 4.35 vs. TRICX (-0.96). TRICX return over 5 years is better than : 64.61 vs. RLEFX (36.87).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | 0.40 | 3.68 | 11% |
| Annual Report Gross Expense Ratio | 0.40 | 4.36 | 9% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -1.485 | -8.209 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 17.6M | 1,289,773% |
| Annual Yield % from dividends | 2.16 | 6.65 | 33% |
| Returns for 1 year | 4.35 | -0.96 | -456% |
| Returns for 3 years | 14.97 | 8.35 | 179% |
| Returns for 5 years | 36.87 | 64.61 | 57% |
| Returns for 10 years | N/A | 46.67 | - |
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