Interact to see
Advertisement
Advertisement
FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Catalyst/SMH Total Return Income C
Price$4.91
Change-$0.03 (-0.61%)
VolumeN/A
Net Assets19.65M
FBONX vs TRICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. TRICX (19.7M). TRICX pays higher dividends than FBONX: TRICX (5.41) vs FBONX (2.00). FBONX was incepted earlier than TRICX: FBONX (5 years) vs TRICX (17 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 : 9.00 vs. TRICX (5.40).
| 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 | 17 years | - |
| Gain YTD | 14.886 | 6.240 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 19.7M | 1,350,254% |
| Annual Yield % from dividends | 2.00 | 5.41 | 37% |
| Returns for 1 year | 9.00 | 5.40 | 167% |
| Returns for 3 years | 52.65 | 39.13 | 135% |
| Returns for 5 years | N/A | 59.61 | - |
| Returns for 10 years | N/A | 118.63 | - |