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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income A
Price$4.79
Change-$0.08 (-1.64%)
VolumeN/A
CapitalizationN/A
FBAFX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. TRIFX (18.8M). TRIFX pays higher dividends than FBAFX: TRIFX (5.66) vs FBAFX (2.47). FBAFX was incepted earlier than TRIFX: FBAFX (4 years) vs TRIFX (17 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 : 12.73 vs. TRIFX (10.47).
| FBAFX | TRIFX | FBAFX / TRIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 11.739 | 9.447 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 18.8M | 1,281,915% |
| Annual Yield % from dividends | 2.47 | 5.66 | 44% |
| Returns for 1 year | 12.73 | 10.47 | 122% |
| Returns for 3 years | 14.03 | 13.12 | 107% |
| Returns for 5 years | N/A | 42.41 | - |
| Returns for 10 years | N/A | 73.38 | - |
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