FBONX
Price
$37.07
Change
+$0.10 (+0.27%)
Updated
Aug 6 closing price
Net Assets
252.49B
TRIIX
Price
$4.72
Change
-$0.01 (-0.21%)
Updated
Aug 6 closing price
Net Assets
18.72M
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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$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Catalyst/SMH Total Return Income I
Price$4.72
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.72M
FBONX vs TRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. TRIIX (18.7M). 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). FBONX annual gain was more profitable for investors over the last year : 11.14 vs. TRIIX (8.23).
FBONXTRIIXFBONX / TRIIX
Total Expense Ratio0.302.6811%
Annual Report Gross Expense Ratio0.303.369%
Fund Existence5 years12 years-
Gain YTD8.7952.410365%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B18.7M1,347,594%
Annual Yield % from dividends2.087.2929%
Returns for 1 year11.148.23135%
Returns for 3 years33.4428.54117%
Returns for 5 yearsN/A58.10-
Returns for 10 yearsN/A117.31-
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