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FBAFX vs TRIIX
FBAFX vs TRIIX Comparison
Open Charts FBAFX vs TRIIX
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income I
Price$4.77
Change-$0.09 (-1.85%)
VolumeN/A
CapitalizationN/A
FBAFX vs TRIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. TRIIX (18.8M). TRIIX pays higher dividends than FBAFX: TRIIX (5.92) vs FBAFX (2.47). FBAFX was incepted earlier than TRIIX: FBAFX (4 years) vs TRIIX (11 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. TRIIX (15.00). FBAFX has a lower initial minimum investment than TRIIX: FBAFX (250) vs TRIIX (2500). TRIIX (13.13) and FBAFX (12.73) have marching annual gain over last year.
| FBAFX | TRIIX | FBAFX / TRIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 11.739 | 11.565 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 18.8M | 1,281,915% |
| Annual Yield % from dividends | 2.47 | 5.92 | 42% |
| Returns for 1 year | 12.73 | 13.13 | 97% |
| Returns for 3 years | 14.03 | 15.94 | 88% |
| Returns for 5 years | N/A | 46.75 | - |
| Returns for 10 years | N/A | 80.65 | - |
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