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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$11.48
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets11.21M
American Funds American Balanced 529-F-2
Price$33.36
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
ALCBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 228B vs. ALCBX (11.2M). FBAFX pays higher dividends than ALCBX: FBAFX (2.22) vs ALCBX (0.87). ALCBX was incepted earlier than FBAFX: ALCBX (5 years) vs FBAFX (4 years). ALCBX (2.72) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (131.00). 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 : 2.92 vs. ALCBX (-5.71).
| ALCBX | FBAFX | ALCBX / FBAFX | |
| Total Expense Ratio | 1.86 | 0.33 | 564% |
| Annual Report Gross Expense Ratio | 2.72 | 0.33 | 824% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -5.594 | -2.493 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 228B | 0% |
| Annual Yield % from dividends | 0.87 | 2.22 | 39% |
| Returns for 1 year | -5.71 | 2.92 | -195% |
| Returns for 3 years | 1.55 | 13.30 | 12% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 0.03 | N/A | - |
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