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ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.06
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets12.1M
American Funds American Balanced 529-F-3
Price$34.36
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
ALIBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. ALIBX (12.1M). FBONX pays higher dividends than ALIBX: FBONX (2.26) vs ALIBX (1.63). ALIBX was incepted earlier than FBONX: ALIBX (5 years) vs FBONX (4 years). ALIBX (2.00) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (131.00). 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 : 4.57 vs. ALIBX (-1.73).
| ALIBX | FBONX | ALIBX / FBONX | |
| Total Expense Ratio | 1.16 | 0.30 | 387% |
| Annual Report Gross Expense Ratio | 2.00 | 0.30 | 667% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -1.200 | 0.472 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 234B | 0% |
| Annual Yield % from dividends | 1.63 | 2.26 | 72% |
| Returns for 1 year | -1.73 | 4.57 | -38% |
| Returns for 3 years | 6.71 | 14.60 | 46% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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