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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income C
Price$4.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBAFX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. TRICX (18.5M). TRICX pays higher dividends than FBAFX: TRICX (4.97) vs FBAFX (2.47). FBAFX was incepted earlier than TRICX: FBAFX (4 years) vs TRICX (16 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). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. TRICX (17.90).
| FBAFX | TRICX | FBAFX / TRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 14.250 | 9.284 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 18.5M | 1,275,676% |
| Annual Yield % from dividends | 2.47 | 4.97 | 50% |
| Returns for 1 year | 24.73 | 17.90 | 138% |
| Returns for 3 years | 17.24 | 11.62 | 148% |
| Returns for 5 years | N/A | 42.94 | - |
| Returns for 10 years | N/A | 47.56 | - |
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