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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Catalyst/SMH Total Return Income C
Price$4.91
Change-$0.03 (-0.61%)
VolumeN/A
Net Assets19.65M
FBAFX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. TRICX (19.7M). TRICX pays higher dividends than FBAFX: TRICX (5.41) vs FBAFX (1.97). 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). TRICX is a more actively managed with annual turnover of: 62.00 vs. FBAFX (44.00). 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 : 8.96 vs. TRICX (5.40).
| 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 | 14.855 | 6.240 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 19.7M | 1,350,254% |
| Annual Yield % from dividends | 1.97 | 5.41 | 36% |
| Returns for 1 year | 8.96 | 5.40 | 166% |
| Returns for 3 years | 52.50 | 39.13 | 134% |
| Returns for 5 years | N/A | 59.61 | - |
| Returns for 10 years | N/A | 118.63 | - |
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