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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$33.36
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
Catalyst/SMH Total Return Income A
Price$4.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.39M
FBAFX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 228B vs. TRIFX (17.4M). TRIFX pays higher dividends than FBAFX: TRIFX (7.46) vs FBAFX (2.22). FBAFX was incepted earlier than TRIFX: FBAFX (4 years) vs TRIFX (17 years). TRIFX (3.61) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. TRIFX (35.00). 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 : 3.86 vs. TRIFX (-1.38).
| FBAFX | TRIFX | FBAFX / TRIFX | |
| Total Expense Ratio | 0.33 | 2.93 | 11% |
| Annual Report Gross Expense Ratio | 0.33 | 3.61 | 9% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -2.463 | -9.706 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 17.4M | 1,310,345% |
| Annual Yield % from dividends | 2.22 | 7.46 | 30% |
| Returns for 1 year | 3.86 | -1.38 | -279% |
| Returns for 3 years | 13.34 | 7.66 | 174% |
| Returns for 5 years | N/A | 69.67 | - |
| Returns for 10 years | N/A | 55.80 | - |
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