FBONX
Price
$37.76
Change
+$0.14 (+0.37%)
Updated
Aug 28 closing price
Net Assets
255.46B
TRIIX
Price
$4.92
Change
-$0.02 (-0.40%)
Updated
Aug 28 closing price
Net Assets
19.17M
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FBONX vs TRIIX

Header iconFBONX vs TRIIX Comparison
Open Charts FBONX vs TRIIXBanner chart's image
American Funds American Balanced 529-F-3
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Catalyst/SMH Total Return Income I
Price$4.92
Change-$0.02 (-0.40%)
VolumeN/A
Net Assets19.17M
FBONX vs TRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. TRIIX (19.2M). TRIIX pays higher dividends than FBONX: TRIIX (7.29) vs FBONX (2.08). 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). TRIIX annual gain was more profitable for investors over the last year : 10.71 vs. FBONX (8.38).
FBONXTRIIXFBONX / TRIIX
Total Expense Ratio0.302.6811%
Annual Report Gross Expense Ratio0.303.369%
Fund Existence5 years12 years-
Gain YTD10.8207.426146%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets255B19.2M1,328,125%
Annual Yield % from dividends2.087.2929%
Returns for 1 year8.3810.7178%
Returns for 3 years37.8735.75106%
Returns for 5 yearsN/A64.55-
Returns for 10 yearsN/A136.80-
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