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FBAFX vs FRIFX
FBAFX vs FRIFX Comparison
Open Charts FBAFX vs FRIFX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Real Estate Income
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.25B
FBAFX vs FRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. FRIFX (5.25B). FRIFX pays higher dividends than FBAFX: FRIFX (4.53) vs FBAFX (2.06). FBAFX was incepted earlier than FRIFX: FBAFX (5 years) vs FRIFX (22 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 : 10.54 vs. FRIFX (7.89).
| 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 | 22 years | - |
| Gain YTD | 9.185 | 4.471 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.25B | 4,842% |
| Annual Yield % from dividends | 2.06 | 4.53 | 46% |
| Returns for 1 year | 10.54 | 7.89 | 134% |
| Returns for 3 years | 36.84 | 14.75 | 250% |
| Returns for 5 years | N/A | 38.10 | - |
| Returns for 10 years | N/A | 59.60 | - |