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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Catalyst/SMH Total Return Income A
Price$4.86
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.68M
FBAFX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. TRIFX (18.7M). 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). TRIFX annual gain was more profitable for investors over the last year : 13.46 vs. FBAFX (12.58).
| 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 | 1.981 | 1.461 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 18.7M | 1,283,422% |
| Annual Yield % from dividends | 2.47 | 5.66 | 44% |
| Returns for 1 year | 12.58 | 13.46 | 93% |
| Returns for 3 years | 14.73 | 14.90 | 99% |
| Returns for 5 years | N/A | 45.15 | - |
| Returns for 10 years | N/A | 81.39 | - |
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