Interact to see
Advertisement
Advertisement
FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$38.36
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income C
Price$4.87
Change-$0.13 (-2.60%)
VolumeN/A
Net Assets21.67M
FBAFX vs TRICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. TRICX (21.7M). TRICX pays higher dividends than FBAFX: TRICX (4.36) vs FBAFX (2.11). FBAFX was incepted earlier than TRICX: FBAFX (5 years) vs TRICX (18 years). TRICX (3.76) is less costly to investors than FBAFX (0.34). TRICX is a more actively managed with annual turnover of: 62.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than TRICX: FBAFX (250) vs TRICX (2500). FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. TRICX (4.60). FBAFX return over 5 years is better than : 39.18 vs. TRICX (31.70).
| FBAFX | TRICX | FBAFX / TRICX | |
| Total Expense Ratio | 0.34 | 2.95 | 12% |
| Annual Report Gross Expense Ratio | 0.34 | 3.76 | 9% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.481 | 1.692 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 21.7M | 1,244,240% |
| Annual Yield % from dividends | 2.11 | 4.36 | 48% |
| Returns for 1 year | 11.64 | 4.60 | 253% |
| Returns for 3 years | 37.86 | 24.87 | 152% |
| Returns for 5 years | 39.18 | 31.70 | 124% |
| Returns for 10 years | N/A | 153.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HTD | 24.79 | 0.25 | +1.02% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| LKOR | 42.35 | 0.02 | +0.04% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| WTMF | 38.59 | -0.03 | -0.08% |
| WisdomTree Managed Futures Strategy ETF | |||
| VTI | 339.85 | -2.63 | -0.77% |
| Vanguard Total Stock Market ETF | |||
| TQQY | 15.29 | -0.35 | -2.21% |
| GraniteShares YieldBOOST QQQ ETF | |||