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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income C
Price$4.83
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets19.53M
FBONX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TRICX (19.5M). TRICX pays higher dividends than FBONX: TRICX (5.38) vs FBONX (1.93). 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 : 9.38 vs. TRICX (4.98). TRICX return over 5 years is better than : 41.84 vs. FBONX (38.47).
| 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 | 10.969 | 5.027 | 218% |
| Front Load | N/A | N/A | - |
| 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 | 1.93 | 5.38 | 36% |
| Returns for 1 year | 9.38 | 4.98 | 188% |
| Returns for 3 years | 39.16 | 30.30 | 129% |
| Returns for 5 years | 38.47 | 41.84 | 92% |
| Returns for 10 years | N/A | 135.73 | - |
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