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FBONX vs TRIFX
FBONX vs TRIFX Comparison
Open Charts FBONX vs TRIFX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Catalyst/SMH Total Return Income A
Price$4.86
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.68M
FBONX vs TRIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. TRIFX (18.7M). 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). TRIFX annual gain was more profitable for investors over the last year : 13.46 vs. FBONX (12.59).
| 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 | 1.952 | 1.461 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 18.7M | 1,283,422% |
| Annual Yield % from dividends | 2.50 | 5.66 | 44% |
| Returns for 1 year | 12.59 | 13.46 | 93% |
| Returns for 3 years | 14.84 | 14.90 | 100% |
| Returns for 5 years | N/A | 45.15 | - |
| Returns for 10 years | N/A | 81.39 | - |
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