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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets244.57B
Catalyst/SMH Total Return Income C
Price$4.88
Change-$0.05 (-1.01%)
VolumeN/A
Net Assets19.12M
FBAFX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 245B vs. TRICX (19.1M). TRICX pays higher dividends than FBAFX: TRICX (4.97) vs FBAFX (2.47). FBAFX was incepted earlier than TRICX: FBAFX (4 years) vs TRICX (17 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. TRICX (15.00). FBAFX has a lower initial minimum investment than TRICX: FBAFX (250) vs TRICX (2500). TRICX annual gain was more profitable for investors over the last year : 13.03 vs. FBAFX (9.47).
| FBAFX | TRICX | FBAFX / TRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 2.913 | 3.544 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 19.1M | 1,282,723% |
| Annual Yield % from dividends | 2.47 | 4.97 | 50% |
| Returns for 1 year | 9.47 | 13.03 | 73% |
| Returns for 3 years | 20.04 | 20.45 | 98% |
| Returns for 5 years | N/A | 40.05 | - |
| Returns for 10 years | N/A | 63.36 | - |
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