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FBONX vs TRIFX
FBONX vs TRIFX Comparison
Open Charts FBONX vs TRIFX
American Funds American Balanced 529-F-3
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Catalyst/SMH Total Return Income A
Price$5.04
Change-$0.05 (-0.98%)
VolumeN/A
Net Assets20.32M
FBONX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. TRIFX (20.3M). TRIFX pays higher dividends than FBONX: TRIFX (6.12) vs FBONX (2.00). FBONX was incepted earlier than TRIFX: FBONX (5 years) vs TRIFX (17 years). TRIFX (3.61) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. TRIFX (35.00). FBONX has a lower initial minimum investment than TRIFX: FBONX (250) vs TRIFX (2500). TRIFX annual gain was more profitable for investors over the last year : 11.44 vs. FBONX (10.31).
| FBONX | TRIFX | FBONX / TRIFX | |
| Total Expense Ratio | 0.30 | 2.93 | 10% |
| Annual Report Gross Expense Ratio | 0.30 | 3.61 | 8% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 14.680 | 10.503 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 20.3M | 1,310,345% |
| Annual Yield % from dividends | 2.00 | 6.12 | 33% |
| Returns for 1 year | 10.31 | 11.44 | 90% |
| Returns for 3 years | 53.22 | 48.92 | 109% |
| Returns for 5 years | N/A | 70.07 | - |
| Returns for 10 years | N/A | 141.59 | - |
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