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FBAFX vs TRIFX
FBAFX vs TRIFX Comparison
Open Charts FBAFX vs TRIFX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Catalyst/SMH Total Return Income A
Price$4.92
Change-$0.03 (-0.61%)
VolumeN/A
Net Assets19.65M
FBAFX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. TRIFX (19.7M). TRIFX pays higher dividends than FBAFX: TRIFX (6.12) vs FBAFX (1.97). FBAFX was incepted earlier than TRIFX: FBAFX (5 years) vs TRIFX (17 years). TRIFX (3.61) 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 : 8.96 vs. TRIFX (6.19).
| FBAFX | TRIFX | FBAFX / TRIFX | |
| Total Expense Ratio | 0.34 | 2.93 | 12% |
| Annual Report Gross Expense Ratio | 0.34 | 3.61 | 9% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 14.855 | 6.813 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 19.7M | 1,350,254% |
| Annual Yield % from dividends | 1.97 | 6.12 | 32% |
| Returns for 1 year | 8.96 | 6.19 | 145% |
| Returns for 3 years | 52.50 | 42.56 | 123% |
| Returns for 5 years | N/A | 66.06 | - |
| Returns for 10 years | N/A | 135.96 | - |
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