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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income C
Price$4.83
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets19.53M
RLEFX vs TRICX Comparison Chart in %
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RLEFX vs. TRICX commentary
Dec 29, 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 StrongBuy and TRICX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TRICX (19.5M). TRICX pays higher dividends than RLEFX: TRICX (5.38) vs RLEFX (1.86). RLEFX was incepted earlier than TRICX: RLEFX (10 years) vs TRICX (18 years). TRICX (3.76) 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 : 9.28 vs. TRICX (4.98). TRICX return over 5 years is better than : 41.84 vs. RLEFX (35.80).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | 0.39 | 2.95 | 13% |
| Annual Report Gross Expense Ratio | 0.39 | 3.76 | 10% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 10.872 | 5.027 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.5M | 1,379,487% |
| Annual Yield % from dividends | 1.86 | 5.38 | 34% |
| Returns for 1 year | 9.28 | 4.98 | 186% |
| Returns for 3 years | 38.81 | 30.30 | 128% |
| Returns for 5 years | 35.80 | 41.84 | 86% |
| Returns for 10 years | 75.29 | 135.73 | 55% |
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