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FBAFX vs TRIIX
FBAFX vs TRIIX Comparison
Open Charts FBAFX vs TRIIX
American Funds American Balanced 529-F-2
Price$36.59
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income I
Price$4.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBAFX vs TRIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 239B vs. TRIIX (18.7M). 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). FBAFX annual gain was more profitable for investors over the last year : 25.55 vs. TRIIX (21.32).
| 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 | 15.546 | 11.295 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 18.7M | 1,278,075% |
| Annual Yield % from dividends | 2.47 | 5.92 | 42% |
| Returns for 1 year | 25.55 | 21.32 | 120% |
| Returns for 3 years | 16.86 | 13.21 | 128% |
| Returns for 5 years | N/A | 56.72 | - |
| Returns for 10 years | N/A | 69.23 | - |
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