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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Catalyst/SMH Total Return Income C
Price$4.91
Change+$0.02 (+0.41%)
VolumeN/A
Net Assets19.3M
FBAFX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 258B vs. TRICX (19.3M). TRICX pays higher dividends than FBAFX: TRICX (5.74) vs FBAFX (2.01). FBAFX was incepted earlier than TRICX: FBAFX (5 years) vs TRICX (17 years). TRICX (4.36) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. TRICX (35.00). FBAFX has a lower initial minimum investment than TRICX: FBAFX (250) vs TRICX (2500). FBAFX annual gain was more profitable for investors over the last year : 9.65 vs. TRICX (8.79).
| FBAFX | TRICX | FBAFX / TRICX | |
| Total Expense Ratio | 0.34 | 3.68 | 9% |
| Annual Report Gross Expense Ratio | 0.34 | 4.36 | 8% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 10.975 | 5.847 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 19.3M | 1,336,788% |
| Annual Yield % from dividends | 2.01 | 5.74 | 35% |
| Returns for 1 year | 9.65 | 8.79 | 110% |
| Returns for 3 years | 41.32 | 34.12 | 121% |
| Returns for 5 years | N/A | 58.18 | - |
| Returns for 10 years | N/A | 110.64 | - |
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