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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$35.62
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
Catalyst/SMH Total Return Income C
Price$4.52
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets17.82M
FBAFX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 245B vs. TRICX (17.8M). TRICX pays higher dividends than FBAFX: TRICX (6.78) vs FBAFX (2.14). 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 : 4.78 vs. TRICX (2.11).
| 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 | 4.519 | -3.710 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 17.8M | 1,376,404% |
| Annual Yield % from dividends | 2.14 | 6.78 | 32% |
| Returns for 1 year | 4.78 | 2.11 | 227% |
| Returns for 3 years | 34.37 | 23.01 | 149% |
| Returns for 5 years | N/A | 51.24 | - |
| Returns for 10 years | N/A | 61.74 | - |
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