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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Catalyst/SMH Total Return Income C
Price$4.83
Change-$0.08 (-1.63%)
VolumeN/A
Net Assets19.6M
RLEFX vs TRICX Comparison Chart in %
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RLEFX vs. TRICX commentary
Nov 14, 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: 269B vs. TRICX (19.6M). TRICX pays higher dividends than RLEFX: TRICX (5.35) vs RLEFX (1.89). RLEFX was incepted earlier than TRICX: RLEFX (10 years) vs TRICX (17 years). TRICX (4.36) 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 : 8.96 vs. TRICX (5.64). TRICX return over 5 years is better than : 56.20 vs. RLEFX (40.71).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | 0.39 | 3.68 | 11% |
| Annual Report Gross Expense Ratio | 0.39 | 4.36 | 9% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.996 | 6.766 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.6M | 1,372,449% |
| Annual Yield % from dividends | 1.89 | 5.35 | 35% |
| Returns for 1 year | 8.96 | 5.64 | 159% |
| Returns for 3 years | 43.39 | 31.89 | 136% |
| Returns for 5 years | 40.71 | 56.20 | 72% |
| Returns for 10 years | N/A | 123.37 | - |
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