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ALCBX vs FBONX
ALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONX
ALPS/Smith Balanced Opportunity C
Price$13.27
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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ALCBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. ALCBX (13.4M). 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 (24.74) and ALCBX (24.21) have marching annual gain over last year.
| 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 | 14.453 | 14.251 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 236B | 0% |
| Annual Yield % from dividends | 0.91 | 2.50 | 36% |
| Returns for 1 year | 24.21 | 24.74 | 98% |
| Returns for 3 years | 14.56 | 17.33 | 84% |
| Returns for 5 years | 18.03 | N/A | - |
| Returns for 10 years | 17.64 | N/A | - |