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$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Catalyst/SMH Total Return Income C
Price$4.37
Change-$0.06 (-1.35%)
VolumeN/A
Net Assets17.68M
FBONX vs TRICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. TRICX (17.7M). TRICX pays higher dividends than FBONX: TRICX (6.92) vs FBONX (2.26). 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). FBONX is a more actively managed with annual turnover of: 44.00 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 : 4.62 vs. TRICX (-0.45).
| 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 | 2.021 | -6.146 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 17.7M | 1,355,932% |
| Annual Yield % from dividends | 2.26 | 6.92 | 33% |
| Returns for 1 year | 4.62 | -0.45 | -1,030% |
| Returns for 3 years | 25.89 | 17.23 | 150% |
| Returns for 5 years | N/A | 58.49 | - |
| Returns for 10 years | N/A | 51.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement