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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Catalyst/SMH Total Return Income C
Price$4.85
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.68M
RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
Jan 19, 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: 240B vs. TRICX (18.7M). 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). RLEFX (12.49) and TRICX (12.39) have marching annual gain over last year. TRICX return over 5 years is better than : 39.81 vs. RLEFX (30.88).
| 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 | 1.953 | 1.464 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 18.7M | 1,283,422% |
| Annual Yield % from dividends | 2.42 | 4.97 | 49% |
| Returns for 1 year | 12.49 | 12.39 | 101% |
| Returns for 3 years | 12.81 | 12.10 | 106% |
| Returns for 5 years | 30.88 | 39.81 | 78% |
| Returns for 10 years | N/A | 68.01 | - |
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