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$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Catalyst/SMH Total Return Income C
Price$4.83
Change-$0.08 (-1.63%)
VolumeN/A
Net Assets19.6M
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: 269B vs. TRICX (19.6M). TRICX pays higher dividends than FBAFX: TRICX (5.35) vs FBAFX (1.94). FBAFX was incepted earlier than TRICX: FBAFX (5 years) vs TRICX (17 years). TRICX (4.36) 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 : 9.01 vs. TRICX (5.64). TRICX return over 5 years is better than : 56.20 vs. FBAFX (43.18).
| FBAFX | TRICX | FBAFX / TRICX | |
| Total Expense Ratio | 0.34 | 3.68 | 9% |
| Annual Report Gross Expense Ratio | 0.34 | 4.36 | 8% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 15.061 | 6.766 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.6M | 1,372,449% |
| Annual Yield % from dividends | 1.94 | 5.35 | 36% |
| Returns for 1 year | 9.01 | 5.64 | 160% |
| Returns for 3 years | 44.43 | 31.89 | 139% |
| Returns for 5 years | 43.18 | 56.20 | 77% |
| Returns for 10 years | N/A | 123.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement