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FBAFX vs TRIIX
FBAFX vs TRIIX Comparison
Open Charts FBAFX vs TRIIX
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 I
Price$4.87
Change-$0.06 (-1.22%)
VolumeN/A
Net Assets19.12M
FBAFX vs TRIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. TRIIX (19.1M). TRIIX pays higher dividends than FBAFX: TRIIX (5.92) vs FBAFX (2.47). FBAFX was incepted earlier than TRIIX: FBAFX (4 years) vs TRIIX (12 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 annual gain was more profitable for investors over the last year : 13.08 vs. FBAFX (9.47).
| FBAFX | TRIIX | FBAFX / TRIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 2.913 | 2.592 | 112% |
| 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 | 5.92 | 42% |
| Returns for 1 year | 9.47 | 13.08 | 72% |
| Returns for 3 years | 20.04 | 22.72 | 88% |
| Returns for 5 years | N/A | 45.60 | - |
| Returns for 10 years | N/A | 78.56 | - |
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