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ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$13.28
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
ALIBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. ALIBX (12.8M). FBONX pays higher dividends than ALIBX: FBONX (1.97) vs ALIBX (1.58). 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 : 9.31 vs. ALIBX (-0.48). FBONX return over 5 years is better than : 42.66 vs. ALIBX (35.53).
| 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 | 9.894 | 14.327 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.58 | 1.97 | 80% |
| Returns for 1 year | -0.48 | 9.31 | -5% |
| Returns for 3 years | 32.71 | 42.97 | 76% |
| Returns for 5 years | 35.53 | 42.66 | 83% |
| Returns for 10 years | N/A | N/A | - |
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