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FBAFX vs TRICX
FBAFX vs TRICX Comparison
Open Charts FBAFX vs TRICX
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income C
Price$4.83
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets19.52M
FBAFX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. TRICX (19.5M). TRICX pays higher dividends than FBAFX: TRICX (5.38) vs FBAFX (1.90). 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 : 9.31 vs. TRICX (4.98). TRICX return over 5 years is better than : 41.84 vs. FBAFX (38.18).
| 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 | 10.939 | 5.027 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.5M | 1,379,487% |
| Annual Yield % from dividends | 1.90 | 5.38 | 35% |
| Returns for 1 year | 9.31 | 4.98 | 187% |
| Returns for 3 years | 39.03 | 30.30 | 129% |
| Returns for 5 years | 38.18 | 41.84 | 91% |
| Returns for 10 years | N/A | 135.73 | - |
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