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FBONX vs TRICX
FBONX vs TRICX Comparison
Open Charts FBONX vs TRICX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Catalyst/SMH Total Return Income C
Price$4.73
Change-$0.03 (-0.63%)
VolumeN/A
Net Assets19.01M
FBONX vs TRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. TRICX (19M). TRICX pays higher dividends than FBONX: TRICX (5.35) vs FBONX (1.97). FBONX was incepted earlier than TRICX: FBONX (5 years) vs TRICX (18 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 : 9.31 vs. TRICX (1.79). TRICX return over 5 years is better than : 46.69 vs. FBONX (42.66).
| 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 | 18 years | - |
| Gain YTD | 14.327 | 3.505 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 19M | 1,384,211% |
| Annual Yield % from dividends | 1.97 | 5.35 | 37% |
| Returns for 1 year | 9.31 | 1.79 | 520% |
| Returns for 3 years | 42.97 | 26.99 | 159% |
| Returns for 5 years | 42.66 | 46.69 | 91% |
| Returns for 10 years | N/A | 118.89 | - |
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