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FBONX vs TRIFX
FBONX vs TRIFX Comparison
Open Charts FBONX vs TRIFX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income A
Price$4.79
Change-$0.08 (-1.64%)
VolumeN/A
CapitalizationN/A
FBONX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. TRIFX (18.8M). TRIFX pays higher dividends than FBONX: TRIFX (5.66) vs FBONX (2.50). FBONX was incepted earlier than TRIFX: FBONX (4 years) vs TRIFX (17 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. TRIFX (15.00). FBONX has a lower initial minimum investment than TRIFX: FBONX (250) vs TRIFX (2500). FBONX annual gain was more profitable for investors over the last year : 12.79 vs. TRIFX (10.47).
| FBONX | TRIFX | FBONX / TRIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 11.771 | 9.447 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 18.8M | 1,281,915% |
| Annual Yield % from dividends | 2.50 | 5.66 | 44% |
| Returns for 1 year | 12.79 | 10.47 | 122% |
| Returns for 3 years | 14.13 | 13.12 | 108% |
| Returns for 5 years | N/A | 42.41 | - |
| Returns for 10 years | N/A | 73.38 | - |
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