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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Catalyst/SMH Total Return Income A
Price$4.89
Change-$0.05 (-1.01%)
VolumeN/A
Net Assets19.12M
FBAFX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. TRIFX (19.1M). 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 : 12.73 vs. FBAFX (9.47).
| 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 | 2.913 | 2.558 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 19.1M | 1,267,016% |
| Annual Yield % from dividends | 2.47 | 5.66 | 44% |
| Returns for 1 year | 9.47 | 12.73 | 74% |
| Returns for 3 years | 20.04 | 21.96 | 91% |
| Returns for 5 years | N/A | 44.25 | - |
| Returns for 10 years | N/A | 74.26 | - |
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