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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$12.14
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ALCBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. ALCBX (11.6M). FBAFX pays higher dividends than ALCBX: FBAFX (2.14) vs ALCBX (0.85). ALCBX was incepted earlier than FBAFX: ALCBX (5 years) vs FBAFX (5 years). ALCBX (3.33) is less costly to investors than FBAFX (0.34). ALCBX is a more actively managed with annual turnover of: 131.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ALCBX: FBAFX (250) vs ALCBX (2500). FBAFX annual gain was more profitable for investors over the last year : 7.40 vs. ALCBX (-2.79).
| ALCBX | FBAFX | ALCBX / FBAFX | |
| Total Expense Ratio | 1.85 | 0.34 | 544% |
| Annual Report Gross Expense Ratio | 3.33 | 0.34 | 979% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.226 | 4.817 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 0.85 | 2.14 | 40% |
| Returns for 1 year | -2.79 | 7.40 | -38% |
| Returns for 3 years | 13.04 | 24.45 | 53% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 8.07 | N/A | - |
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