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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Catalyst/SMH Total Return Income A
Price$4.77
Change+$0.03 (+0.63%)
VolumeN/A
Net Assets18.93M
FBAFX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. TRIFX (18.9M). TRIFX pays higher dividends than FBAFX: TRIFX (6.07) vs FBAFX (1.94). FBAFX was incepted earlier than TRIFX: FBAFX (5 years) vs TRIFX (18 years). TRIFX (3.61) is less costly to investors than FBAFX (0.34). TRIFX is a more actively managed with annual turnover of: 62.00 vs. FBAFX (44.00). 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 : 9.27 vs. TRIFX (2.32). TRIFX return over 5 years is better than : 51.67 vs. FBAFX (42.37).
| FBAFX | TRIFX | FBAFX / TRIFX | |
| Total Expense Ratio | 0.34 | 2.93 | 12% |
| Annual Report Gross Expense Ratio | 0.34 | 3.61 | 9% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 14.295 | 3.485 | 410% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 18.9M | 1,391,534% |
| Annual Yield % from dividends | 1.94 | 6.07 | 32% |
| Returns for 1 year | 9.27 | 2.32 | 399% |
| Returns for 3 years | 42.83 | 29.03 | 148% |
| Returns for 5 years | 42.37 | 51.67 | 82% |
| Returns for 10 years | N/A | 134.15 | - |
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