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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$12.38
Change-$0.15 (-1.20%)
VolumeN/A
Net Assets12.31M
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
ALCBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. ALCBX (12.3M). 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). FBAFX annual gain was more profitable for investors over the last year : 9.47 vs. ALCBX (2.95).
| 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 | 2.256 | 2.913 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 242B | 0% |
| Annual Yield % from dividends | 0.91 | 2.47 | 37% |
| Returns for 1 year | 2.95 | 9.47 | 31% |
| Returns for 3 years | 10.35 | 20.04 | 52% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 8.43 | N/A | - |
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