Interact to see
Advertisement
Advertisement
ALCBX vs FBONX
ALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONX
ALPS/Smith Balanced Opportunity C
Price$12.14
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ALCBX vs FBONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. ALCBX (11.6M). FBONX pays higher dividends than ALCBX: FBONX (2.18) vs ALCBX (0.85). ALCBX was incepted earlier than FBONX: ALCBX (5 years) vs FBONX (5 years). ALCBX (3.33) is less costly to investors than FBONX (0.30). ALCBX is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). 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 : 7.44 vs. ALCBX (-2.79).
| ALCBX | FBONX | ALCBX / FBONX | |
| Total Expense Ratio | 1.85 | 0.30 | 617% |
| Annual Report Gross Expense Ratio | 3.33 | 0.30 | 1,110% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.226 | 4.828 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 0.85 | 2.18 | 39% |
| Returns for 1 year | -2.79 | 7.44 | -38% |
| Returns for 3 years | 13.04 | 24.57 | 53% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 8.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement