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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$37.14
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Catalyst/SMH Total Return Income C
Price$4.87
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: 254B vs. TRICX (19.3M). TRICX pays higher dividends than FBAFX: TRICX (6.45) vs FBAFX (2.06). 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 : 9.43 vs. TRICX (7.05).
| 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 | 9.185 | 4.434 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 19.3M | 1,316,062% |
| Annual Yield % from dividends | 2.06 | 6.45 | 32% |
| Returns for 1 year | 9.43 | 7.05 | 134% |
| Returns for 3 years | 33.31 | 28.99 | 115% |
| Returns for 5 years | N/A | 61.36 | - |
| Returns for 10 years | N/A | 97.61 | - |
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