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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income C
Price$4.87
Change-$0.13 (-2.60%)
VolumeN/A
Net Assets21.67M
FBONX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. TRICX (21.7M). TRICX pays higher dividends than FBONX: TRICX (4.36) vs FBONX (2.14). FBONX was incepted earlier than TRICX: FBONX (5 years) vs TRICX (18 years). TRICX (3.76) is less costly to investors than FBONX (0.30). TRICX is a more actively managed with annual turnover of: 62.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than TRICX: FBONX (250) vs TRICX (2500). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. TRICX (4.60). FBONX return over 5 years is better than : 39.41 vs. TRICX (31.70).
| FBONX | TRICX | FBONX / TRICX | |
| Total Expense Ratio | 0.30 | 2.95 | 10% |
| Annual Report Gross Expense Ratio | 0.30 | 3.76 | 8% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.481 | 1.692 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 21.7M | 1,244,240% |
| Annual Yield % from dividends | 2.14 | 4.36 | 49% |
| Returns for 1 year | 11.66 | 4.60 | 253% |
| Returns for 3 years | 37.96 | 24.87 | 153% |
| Returns for 5 years | 39.41 | 31.70 | 124% |
| Returns for 10 years | N/A | 153.93 | - |
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