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ALPBX vs FBAFX
ALPBX vs FBAFX Comparison
Open Charts ALPBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$12.20
Change-$0.26 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
ALPBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. ALPBX (12.9M). FBAFX pays higher dividends than ALPBX: FBAFX (2.47) vs ALPBX (1.81). ALPBX was incepted earlier than FBAFX: ALPBX (4 years) vs FBAFX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (74.00). FBAFX has a lower initial minimum investment than ALPBX: FBAFX (250) vs ALPBX (100000). FBAFX annual gain was more profitable for investors over the last year : 12.73 vs. ALPBX (8.97).
| ALPBX | FBAFX | ALPBX / FBAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 8.321 | 11.739 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 241B | 0% |
| Annual Yield % from dividends | 1.81 | 2.47 | 73% |
| Returns for 1 year | 8.97 | 12.73 | 70% |
| Returns for 3 years | 8.81 | 14.03 | 63% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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