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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Catalyst/SMH Total Return Income C
Price$4.52
Change-$0.04 (-0.88%)
VolumeN/A
Net Assets17.97M
FBONX vs TRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. TRICX (18M). TRICX pays higher dividends than FBONX: TRICX (6.78) vs FBONX (2.18). 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 : 5.58 vs. TRICX (3.00).
| 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 | 4.568 | -3.073 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 18M | 1,372,222% |
| Annual Yield % from dividends | 2.18 | 6.78 | 32% |
| Returns for 1 year | 5.58 | 3.00 | 186% |
| Returns for 3 years | 34.82 | 23.25 | 150% |
| Returns for 5 years | N/A | 51.85 | - |
| Returns for 10 years | N/A | 64.17 | - |
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