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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Catalyst/SMH Total Return Income A
Price$4.94
Change-$0.02 (-0.40%)
VolumeN/A
Net Assets19.17M
FBAFX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. TRIFX (19.2M). TRIFX pays higher dividends than FBAFX: TRIFX (7.03) vs FBAFX (2.04). 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). TRIFX annual gain was more profitable for investors over the last year : 10.60 vs. FBAFX (8.34).
| 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 | 10.799 | 7.224 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 19.2M | 1,328,125% |
| Annual Yield % from dividends | 2.04 | 7.03 | 29% |
| Returns for 1 year | 8.34 | 10.60 | 79% |
| Returns for 3 years | 37.73 | 34.85 | 108% |
| Returns for 5 years | N/A | 62.63 | - |
| Returns for 10 years | N/A | 131.54 | - |
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