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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets248.02B
Catalyst/SMH Total Return Income A
Price$4.56
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets17.79M
FBAFX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 248B vs. TRIFX (17.8M). TRIFX pays higher dividends than FBAFX: TRIFX (7.60) vs FBAFX (2.14). FBAFX was incepted earlier than TRIFX: FBAFX (5 years) vs TRIFX (17 years). TRIFX (3.61) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 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 : 6.86 vs. TRIFX (2.66).
| 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 | 17 years | - |
| Gain YTD | 6.221 | -3.610 | -172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 17.8M | 1,393,258% |
| Annual Yield % from dividends | 2.14 | 7.60 | 28% |
| Returns for 1 year | 6.86 | 2.66 | 257% |
| Returns for 3 years | 33.86 | 24.96 | 136% |
| Returns for 5 years | N/A | 60.40 | - |
| Returns for 10 years | N/A | 77.23 | - |
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