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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income A
Price$4.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBAFX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. TRIFX (18.5M). TRIFX pays higher dividends than FBAFX: TRIFX (5.66) vs FBAFX (2.47). FBAFX was incepted earlier than TRIFX: FBAFX (4 years) vs TRIFX (16 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. TRIFX (15.00). FBAFX has a lower initial minimum investment than TRIFX: FBAFX (250) vs TRIFX (2500). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. TRIFX (17.23).
| FBAFX | TRIFX | FBAFX / TRIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 12.953 | 9.373 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 18.5M | 1,275,676% |
| Annual Yield % from dividends | 2.47 | 5.66 | 44% |
| Returns for 1 year | 21.28 | 17.23 | 123% |
| Returns for 3 years | 14.69 | 11.74 | 125% |
| Returns for 5 years | N/A | 47.80 | - |
| Returns for 10 years | N/A | 55.08 | - |
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