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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$39.24
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
Catalyst/SMH Total Return Income C
Price$4.95
Change+$0.04 (+0.81%)
VolumeN/A
Net Assets19.65M
RLEFX vs TRICX Comparison Chart in %
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RLEFX vs. TRICX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. TRICX (19.7M). TRICX pays higher dividends than RLEFX: TRICX (5.41) vs RLEFX (1.92). 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 : 8.94 vs. TRICX (5.40). TRICX return over 5 years is better than : 59.61 vs. RLEFX (43.26).
| 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 | 14.819 | 6.240 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 19.7M | 1,350,254% |
| Annual Yield % from dividends | 1.92 | 5.41 | 35% |
| Returns for 1 year | 8.94 | 5.40 | 165% |
| Returns for 3 years | 51.39 | 39.13 | 131% |
| Returns for 5 years | 43.26 | 59.61 | 73% |
| Returns for 10 years | N/A | 118.63 | - |
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