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FBAFX vs TRIIX
FBAFX vs TRIIX Comparison
Open Charts FBAFX vs TRIIX
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income I
Price$5.00
Change+$0.02 (+0.40%)
VolumeN/A
Net Assets22.15M
FBAFX vs TRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. TRIIX (22.1M). TRIIX pays higher dividends than FBAFX: TRIIX (5.64) vs FBAFX (2.16). FBAFX was incepted earlier than TRIIX: FBAFX (5 years) vs TRIIX (13 years). TRIIX (2.76) is less costly to investors than FBAFX (0.34). TRIIX is a more actively managed with annual turnover of: 62.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than TRIIX: FBAFX (250) vs TRIIX (2500). FBAFX annual gain was more profitable for investors over the last year : 13.55 vs. TRIIX (9.03). TRIIX return over 5 years is better than : 46.26 vs. FBAFX (40.75).
| FBAFX | TRIIX | FBAFX / TRIIX | |
| Total Expense Ratio | 0.34 | 1.95 | 17% |
| Annual Report Gross Expense Ratio | 0.34 | 2.76 | 12% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 2.721 | 4.384 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 22.1M | 1,221,719% |
| Annual Yield % from dividends | 2.16 | 5.64 | 38% |
| Returns for 1 year | 13.55 | 9.03 | 150% |
| Returns for 3 years | 39.34 | 33.23 | 118% |
| Returns for 5 years | 40.75 | 46.26 | 88% |
| Returns for 10 years | N/A | 192.58 | - |
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