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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Catalyst/SMH Total Return Income C
Price$4.85
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.68M
FBAFX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. TRICX (18.7M). 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). FBAFX (12.58) and TRICX (12.39) have marching annual gain over last year.
| 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 | 1.981 | 1.464 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 18.7M | 1,283,422% |
| Annual Yield % from dividends | 2.47 | 4.97 | 50% |
| Returns for 1 year | 12.58 | 12.39 | 102% |
| Returns for 3 years | 14.73 | 12.10 | 122% |
| Returns for 5 years | N/A | 39.81 | - |
| Returns for 10 years | N/A | 68.01 | - |
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