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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Catalyst/SMH Total Return Income C
Price$4.37
Change-$0.06 (-1.35%)
VolumeN/A
Net Assets17.68M
FBAFX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. TRICX (17.7M). TRICX pays higher dividends than FBAFX: TRICX (6.92) vs FBAFX (2.22). 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 : 4.58 vs. TRICX (-0.45).
| 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 | 2.010 | -6.146 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 17.7M | 1,355,932% |
| Annual Yield % from dividends | 2.22 | 6.92 | 32% |
| Returns for 1 year | 4.58 | -0.45 | -1,021% |
| Returns for 3 years | 25.72 | 17.23 | 149% |
| Returns for 5 years | N/A | 58.49 | - |
| Returns for 10 years | N/A | 51.86 | - |
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