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ALIBX vs FBAFX
ALIBX vs FBAFX Comparison
Open Charts ALIBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$11.70
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets11.03M
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
ALIBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. ALIBX (11M). FBAFX pays higher dividends than ALIBX: FBAFX (2.22) vs ALIBX (1.63). ALIBX was incepted earlier than FBAFX: ALIBX (5 years) vs FBAFX (4 years). ALIBX (2.00) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (131.00). FBAFX has a lower initial minimum investment than ALIBX: FBAFX (250) vs ALIBX (2500). FBAFX annual gain was more profitable for investors over the last year : 1.90 vs. ALIBX (-4.78).
| ALIBX | FBAFX | ALIBX / FBAFX | |
| Total Expense Ratio | 1.16 | 0.33 | 352% |
| Annual Report Gross Expense Ratio | 2.00 | 0.33 | 606% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -5.885 | -3.720 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 227B | 0% |
| Annual Yield % from dividends | 1.63 | 2.22 | 74% |
| Returns for 1 year | -4.78 | 1.90 | -251% |
| Returns for 3 years | 6.52 | 14.09 | 46% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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