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FBAFX vs TRAIX
FBAFX vs TRAIX Comparison
Open Charts FBAFX vs TRAIX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$38.24
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
FBAFX vs TRAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. TRAIX (65.1B). FBAFX pays higher dividends than TRAIX: FBAFX (2.47) vs TRAIX (2.08). FBAFX was incepted earlier than TRAIX: FBAFX (4 years) vs TRAIX (9 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). FBAFX has a lower initial minimum investment than TRAIX: FBAFX (250) vs TRAIX (500000). FBAFX annual gain was more profitable for investors over the last year : 21.17 vs. TRAIX (16.61).
| FBAFX | TRAIX | FBAFX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 14.313 | 12.802 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 65.1B | 363% |
| Annual Yield % from dividends | 2.47 | 2.08 | 119% |
| Returns for 1 year | 21.17 | 16.61 | 127% |
| Returns for 3 years | 12.79 | -0.16 | -8,109% |
| Returns for 5 years | N/A | 27.68 | - |
| Returns for 10 years | N/A | N/A | - |
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