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FBONX vs TRIIX
FBONX vs TRIIX Comparison
Open Charts FBONX vs TRIIX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Catalyst/SMH Total Return Income I
Price$4.55
Change-$0.03 (-0.66%)
VolumeN/A
Net Assets17.91M
FBONX vs TRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 250B vs. TRIIX (17.9M). TRIIX pays higher dividends than FBONX: TRIIX (7.92) vs FBONX (2.18). FBONX was incepted earlier than TRIIX: FBONX (5 years) vs TRIIX (12 years). TRIIX (3.36) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. TRIIX (35.00). FBONX has a lower initial minimum investment than TRIIX: FBONX (250) vs TRIIX (2500). FBONX annual gain was more profitable for investors over the last year : 7.91 vs. TRIIX (4.29).
| FBONX | TRIIX | FBONX / TRIIX | |
| Total Expense Ratio | 0.30 | 2.68 | 11% |
| Annual Report Gross Expense Ratio | 0.30 | 3.36 | 9% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 7.151 | -2.132 | -335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 17.9M | 1,396,648% |
| Annual Yield % from dividends | 2.18 | 7.92 | 28% |
| Returns for 1 year | 7.91 | 4.29 | 184% |
| Returns for 3 years | 36.32 | 27.55 | 132% |
| Returns for 5 years | N/A | 66.39 | - |
| Returns for 10 years | N/A | 88.19 | - |
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