Ad is loading...
ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$11.79
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced 529-F-2
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ALCBX vs FBAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. ALCBX (11.3M). FBAFX pays higher dividends than ALCBX: FBAFX (2.22) vs ALCBX (0.88). 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 : 4.99 vs. ALCBX (-3.11).
| 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 | -2.310 | 0.519 | -445% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 0.88 | 2.22 | 40% |
| Returns for 1 year | -3.11 | 4.99 | -62% |
| Returns for 3 years | 13.66 | 24.09 | 57% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 4.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers