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FBAFX vs FRIFX
FBAFX vs FRIFX Comparison
Open Charts FBAFX vs FRIFX
American Funds American Balanced 529-F-2
Price$38.17
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
Fidelity Real Estate Income
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.38B
FBAFX vs FRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. FRIFX (5.38B). FRIFX pays higher dividends than FBAFX: FRIFX (4.62) vs FBAFX (2.01). FBAFX was incepted earlier than FRIFX: FBAFX (5 years) vs FRIFX (23 years). FRIFX (0.67) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FRIFX (24.00). FRIFX has a lower initial minimum investment than FBAFX: FRIFX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 12.03 vs. FRIFX (4.88).
| FBAFX | FRIFX | FBAFX / FRIFX | |
| Total Expense Ratio | 0.34 | 0.67 | 51% |
| Annual Report Gross Expense Ratio | 0.34 | 0.67 | 51% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 12.002 | 6.012 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 5.38B | 4,811% |
| Annual Yield % from dividends | 2.01 | 4.62 | 44% |
| Returns for 1 year | 12.03 | 4.88 | 247% |
| Returns for 3 years | 39.32 | 18.25 | 215% |
| Returns for 5 years | N/A | 35.23 | - |
| Returns for 10 years | N/A | 65.72 | - |
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