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ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.26
Change+$0.06 (+0.49%)
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
ALIBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. ALIBX (11.6M). FBONX pays higher dividends than ALIBX: FBONX (2.18) vs ALIBX (1.64). ALIBX was incepted earlier than FBONX: ALIBX (5 years) vs FBONX (5 years). ALIBX (2.64) is less costly to investors than FBONX (0.30). ALIBX is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ALIBX: FBONX (250) vs ALIBX (2500). FBONX annual gain was more profitable for investors over the last year : 7.44 vs. ALIBX (-1.64).
| ALIBX | FBONX | ALIBX / FBONX | |
| Total Expense Ratio | 1.15 | 0.30 | 383% |
| Annual Report Gross Expense Ratio | 2.64 | 0.30 | 880% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.642 | 4.828 | 13% |
| 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 | 1.64 | 2.18 | 75% |
| Returns for 1 year | -1.64 | 7.44 | -22% |
| Returns for 3 years | 16.11 | 24.57 | 66% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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