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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$13.36
Change-$0.14 (-1.04%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
ALCBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. ALCBX (12.8M). FBAFX pays higher dividends than ALCBX: FBAFX (2.47) vs ALCBX (0.91). ALCBX was incepted earlier than FBAFX: ALCBX (4 years) vs FBAFX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (74.00). FBAFX has a lower initial minimum investment than ALCBX: FBAFX (250) vs ALCBX (2500). ALCBX (21.51) and FBAFX (21.17) have marching annual gain over last year.
| ALCBX | FBAFX | ALCBX / FBAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 15.170 | 14.313 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 236B | 0% |
| Annual Yield % from dividends | 0.91 | 2.47 | 37% |
| Returns for 1 year | 21.51 | 21.17 | 102% |
| Returns for 3 years | 11.42 | 12.79 | 89% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 17.64 | N/A | - |
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