RLEFX
Price
$33.46
Change
-$0.87 (-2.53%)
Updated
Apr 3 closing price
Net Assets
235.03B
TRICX
Price
$4.49
Change
-$0.14 (-3.02%)
Updated
Apr 3 closing price
Net Assets
18.71M
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RLEFX vs TRICX

Header iconRLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICXBanner chart's image
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
Catalyst/SMH Total Return Income C
Price$4.49
Change-$0.14 (-3.02%)
VolumeN/A
Net Assets18.71M
RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
Apr 05, 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.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. TRICX (18.7M). 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). TRICX annual gain was more profitable for investors over the last year : 4.75 vs. RLEFX (1.58). TRICX return over 5 years is better than : 93.41 vs. RLEFX (47.40).
RLEFXTRICXRLEFX / TRICX
Total Expense Ratio0.403.6811%
Annual Report Gross Expense Ratio0.404.369%
Fund Existence9 years17 years-
Gain YTD-2.100-2.30191%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets235B18.7M1,256,684%
Annual Yield % from dividends2.166.6533%
Returns for 1 year1.584.7533%
Returns for 3 years9.7111.2886%
Returns for 5 years47.4093.4151%
Returns for 10 yearsN/A57.65-
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