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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Catalyst/SMH Total Return Income C
Price$4.40
Change+$0.05 (+1.15%)
VolumeN/A
Net Assets17.64M
FBONX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. TRICX (17.6M). TRICX pays higher dividends than FBONX: TRICX (6.65) vs FBONX (2.26). FBONX was incepted earlier than TRICX: FBONX (4 years) vs TRICX (17 years). TRICX (4.36) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. TRICX (35.00). 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 : 1.94 vs. TRICX (-0.96).
| FBONX | TRICX | FBONX / TRICX | |
| Total Expense Ratio | 0.30 | 3.68 | 8% |
| Annual Report Gross Expense Ratio | 0.30 | 4.36 | 7% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -3.710 | -8.209 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 17.6M | 1,289,773% |
| Annual Yield % from dividends | 2.26 | 6.65 | 34% |
| Returns for 1 year | 1.94 | -0.96 | -203% |
| Returns for 3 years | 14.20 | 8.35 | 170% |
| Returns for 5 years | N/A | 64.61 | - |
| Returns for 10 years | N/A | 46.67 | - |
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