Ad is loading...
FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Catalyst/SMH Total Return Income C
Price$4.40
Change+$0.05 (+1.15%)
VolumeN/A
Net Assets17.64M
FBAFX vs TRICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. TRICX (17.6M). TRICX pays higher dividends than FBAFX: TRICX (6.65) vs FBAFX (2.22). FBAFX was incepted earlier than TRICX: FBAFX (4 years) vs TRICX (17 years). TRICX (4.36) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 4.44 vs. TRICX (-0.96).
| FBAFX | TRICX | FBAFX / TRICX | |
| Total Expense Ratio | 0.33 | 3.68 | 9% |
| Annual Report Gross Expense Ratio | 0.33 | 4.36 | 8% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -1.440 | -8.209 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 17.6M | 1,289,773% |
| Annual Yield % from dividends | 2.22 | 6.65 | 33% |
| Returns for 1 year | 4.44 | -0.96 | -465% |
| Returns for 3 years | 16.56 | 8.35 | 198% |
| Returns for 5 years | N/A | 64.61 | - |
| Returns for 10 years | N/A | 46.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...