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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income A
Price$4.88
Change-$0.13 (-2.59%)
VolumeN/A
Net Assets21.52M
FBAFX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. TRIFX (21.5M). TRIFX pays higher dividends than FBAFX: TRIFX (5.07) vs FBAFX (2.11). FBAFX was incepted earlier than TRIFX: FBAFX (5 years) vs TRIFX (18 years). TRIFX (3.01) is less costly to investors than FBAFX (0.34). TRIFX is a more actively managed with annual turnover of: 62.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than TRIFX: FBAFX (250) vs TRIFX (2500). FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. TRIFX (5.53). FBAFX return over 5 years is better than : 39.18 vs. TRIFX (36.97).
| FBAFX | TRIFX | FBAFX / TRIFX | |
| Total Expense Ratio | 0.34 | 2.20 | 15% |
| Annual Report Gross Expense Ratio | 0.34 | 3.01 | 11% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.481 | 1.748 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 21.5M | 1,255,814% |
| Annual Yield % from dividends | 2.11 | 5.07 | 42% |
| Returns for 1 year | 11.64 | 5.53 | 211% |
| Returns for 3 years | 37.86 | 27.90 | 136% |
| Returns for 5 years | 39.18 | 36.97 | 106% |
| Returns for 10 years | N/A | 173.91 | - |
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