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ALCBX vs FBONX
ALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONX
ALPS/Smith Balanced Opportunity C
Price$12.53
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets12.71M
American Funds American Balanced 529-F-3
Price$35.40
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
ALCBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. ALCBX (12.7M). FBONX pays higher dividends than ALCBX: FBONX (2.50) vs ALCBX (0.91). ALCBX was incepted earlier than FBONX: ALCBX (4 years) vs FBONX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (74.00). FBONX has a lower initial minimum investment than ALCBX: FBONX (250) vs ALCBX (2500). FBONX annual gain was more profitable for investors over the last year : 12.39 vs. ALCBX (6.27).
| ALCBX | FBONX | ALCBX / FBONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 2.669 | 3.117 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 241B | 0% |
| Annual Yield % from dividends | 0.91 | 2.50 | 36% |
| Returns for 1 year | 6.27 | 12.39 | 51% |
| Returns for 3 years | 8.17 | 17.23 | 47% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 7.46 | N/A | - |