Interact to see
Advertisement
Advertisement
FBONX vs TRIFX
FBONX vs TRIFX Comparison
Open Charts FBONX vs TRIFX
American Funds American Balanced 529-F-3
Price$38.71
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets262.74B
Catalyst/SMH Total Return Income A
Price$4.77
Change+$0.03 (+0.63%)
VolumeN/A
Net Assets18.93M
FBONX vs TRIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. TRIFX (18.9M). TRIFX pays higher dividends than FBONX: TRIFX (6.07) vs FBONX (1.97). FBONX was incepted earlier than TRIFX: FBONX (5 years) vs TRIFX (18 years). TRIFX (3.61) is less costly to investors than FBONX (0.30). TRIFX is a more actively managed with annual turnover of: 62.00 vs. FBONX (44.00). 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 : 9.12 vs. TRIFX (2.32). TRIFX return over 5 years is better than : 51.67 vs. FBONX (41.88).
| 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 | 18 years | - |
| Gain YTD | 14.003 | 3.485 | 402% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 18.9M | 1,391,534% |
| Annual Yield % from dividends | 1.97 | 6.07 | 32% |
| Returns for 1 year | 9.12 | 2.32 | 393% |
| Returns for 3 years | 42.57 | 29.03 | 147% |
| Returns for 5 years | 41.88 | 51.67 | 81% |
| Returns for 10 years | N/A | 134.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement