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FBAFX vs TRIIX
FBAFX vs TRIIX Comparison
Open Charts FBAFX vs TRIIX
American Funds American Balanced 529-F-2
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Catalyst/SMH Total Return Income I
Price$4.55
Change-$0.03 (-0.66%)
VolumeN/A
Net Assets17.91M
FBAFX vs TRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 250B vs. TRIIX (17.9M). TRIIX pays higher dividends than FBAFX: TRIIX (7.92) vs FBAFX (2.14). FBAFX was incepted earlier than TRIIX: FBAFX (5 years) vs TRIIX (12 years). TRIIX (3.36) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. TRIIX (35.00). FBAFX has a lower initial minimum investment than TRIIX: FBAFX (250) vs TRIIX (2500). FBAFX annual gain was more profitable for investors over the last year : 7.87 vs. TRIIX (4.29).
| FBAFX | TRIIX | FBAFX / TRIIX | |
| Total Expense Ratio | 0.34 | 2.68 | 13% |
| Annual Report Gross Expense Ratio | 0.34 | 3.36 | 10% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 7.131 | -2.132 | -334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 17.9M | 1,396,648% |
| Annual Yield % from dividends | 2.14 | 7.92 | 27% |
| Returns for 1 year | 7.87 | 4.29 | 183% |
| Returns for 3 years | 36.19 | 27.55 | 131% |
| Returns for 5 years | N/A | 66.39 | - |
| Returns for 10 years | N/A | 88.19 | - |
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