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ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$13.35
Change-$0.01 (-0.07%)
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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ALIBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. ALIBX (13.4M). FBONX pays higher dividends than ALIBX: FBONX (2.50) vs ALIBX (1.58). ALIBX was incepted earlier than FBONX: ALIBX (4 years) vs FBONX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (74.00). FBONX has a lower initial minimum investment than ALIBX: FBONX (250) vs ALIBX (2500). ALIBX (25.10) and FBONX (24.74) have marching annual gain over last year.
| ALIBX | FBONX | ALIBX / 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 | 15.037 | 14.251 | 106% |
| 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 | 1.58 | 2.50 | 63% |
| Returns for 1 year | 25.10 | 24.74 | 101% |
| Returns for 3 years | 17.11 | 17.33 | 99% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |