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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Catalyst/SMH Total Return Income C
Price$4.88
Change-$0.05 (-1.01%)
VolumeN/A
Net Assets19.12M
FBONX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. TRICX (19.1M). TRICX pays higher dividends than FBONX: TRICX (4.97) vs FBONX (2.50). FBONX was incepted earlier than TRICX: FBONX (4 years) vs TRICX (17 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. TRICX (15.00). FBONX has a lower initial minimum investment than TRICX: FBONX (250) vs TRICX (2500). TRICX annual gain was more profitable for investors over the last year : 13.03 vs. FBONX (9.52).
| FBONX | TRICX | FBONX / TRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 2.913 | 3.544 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 19.1M | 1,267,016% |
| Annual Yield % from dividends | 2.50 | 4.97 | 50% |
| Returns for 1 year | 9.52 | 13.03 | 73% |
| Returns for 3 years | 20.16 | 20.45 | 99% |
| Returns for 5 years | N/A | 40.05 | - |
| Returns for 10 years | N/A | 63.36 | - |
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