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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income C
Price$4.87
Change-$0.13 (-2.60%)
VolumeN/A
Net Assets21.67M
RLEFX vs TRICX Comparison Chart in %
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RLEFX vs. TRICX commentary
Feb 05, 2026
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: 270B vs. TRICX (21.7M). TRICX pays higher dividends than RLEFX: TRICX (4.36) vs RLEFX (2.06). 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 : 11.56 vs. TRICX (4.60). RLEFX return over 5 years is better than : 36.72 vs. TRICX (31.70).
| 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 | 2.483 | 1.692 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 21.7M | 1,244,240% |
| Annual Yield % from dividends | 2.06 | 4.36 | 47% |
| Returns for 1 year | 11.56 | 4.60 | 251% |
| Returns for 3 years | 37.57 | 24.87 | 151% |
| Returns for 5 years | 36.72 | 31.70 | 116% |
| Returns for 10 years | 90.60 | 153.93 | 59% |
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