Ad is loading...
FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Catalyst/SMH Total Return Income C
Price$4.49
Change-$0.14 (-3.02%)
VolumeN/A
Net Assets18.71M
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: 235B vs. TRICX (18.7M). 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). TRICX annual gain was more profitable for investors over the last year : 4.75 vs. FBONX (1.65).
| 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 | -2.102 | -2.301 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 18.7M | 1,256,684% |
| Annual Yield % from dividends | 2.26 | 6.65 | 34% |
| Returns for 1 year | 1.65 | 4.75 | 35% |
| Returns for 3 years | 11.28 | 11.28 | 100% |
| Returns for 5 years | N/A | 93.41 | - |
| Returns for 10 years | N/A | 57.65 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...