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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income C
Price$4.88
Change+$0.06 (+1.24%)
VolumeN/A
Net Assets19.65M
FBONX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TRICX (19.7M). 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 (4.36) 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 : 10.08 vs. TRICX (3.92). TRICX (43.31) and FBONX (42.77) have equivalent 5 years return.
| FBONX | TRICX | FBONX / TRICX | |
| Total Expense Ratio | 0.30 | 3.68 | 8% |
| Annual Report Gross Expense Ratio | 0.30 | 4.36 | 7% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 17.419 | 6.114 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.7M | 1,365,482% |
| Annual Yield % from dividends | 1.93 | 5.38 | 36% |
| Returns for 1 year | 10.08 | 3.92 | 257% |
| Returns for 3 years | 42.81 | 28.11 | 152% |
| Returns for 5 years | 42.77 | 43.31 | 99% |
| Returns for 10 years | N/A | 124.54 | - |
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