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FBONX vs TRIFX
FBONX vs TRIFX Comparison
Open Charts FBONX vs TRIFX
American Funds American Balanced 529-F-3
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Catalyst/SMH Total Return Income A
Price$4.73
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.72M
FBONX vs TRIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. TRIFX (18.7M). TRIFX pays higher dividends than FBONX: TRIFX (7.03) vs FBONX (2.08). 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). FBONX annual gain was more profitable for investors over the last year : 11.14 vs. TRIFX (7.93).
| 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 | 8.795 | 2.042 | 431% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 18.7M | 1,347,594% |
| Annual Yield % from dividends | 2.08 | 7.03 | 30% |
| Returns for 1 year | 11.14 | 7.93 | 140% |
| Returns for 3 years | 33.44 | 27.19 | 123% |
| Returns for 5 years | N/A | 55.95 | - |
| Returns for 10 years | N/A | 111.57 | - |