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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
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 A
Price$4.84
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets19.52M
FBAFX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. TRIFX (19.5M). TRIFX pays higher dividends than FBAFX: TRIFX (6.12) vs FBAFX (1.90). 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 : 9.38 vs. TRIFX (5.93). TRIFX return over 5 years is better than : 47.16 vs. FBAFX (38.07).
| 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 | 10.851 | 5.668 | 191% |
| Front Load | N/A | 6% | - |
| 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 | 6.12 | 31% |
| Returns for 1 year | 9.38 | 5.93 | 158% |
| Returns for 3 years | 38.63 | 33.15 | 117% |
| Returns for 5 years | 38.07 | 47.16 | 81% |
| Returns for 10 years | N/A | 153.56 | - |
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