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ALPBX vs FBAFX
ALPBX vs FBAFX Comparison
Open Charts ALPBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$12.21
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ALPBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. ALPBX (11.6M). FBAFX pays higher dividends than ALPBX: FBAFX (2.14) vs ALPBX (1.81). ALPBX was incepted earlier than FBAFX: ALPBX (5 years) vs FBAFX (5 years). ALPBX (2.17) is less costly to investors than FBAFX (0.34). ALPBX is a more actively managed with annual turnover of: 131.00 vs. FBAFX (44.00). 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 : 7.40 vs. ALPBX (-1.87).
| ALPBX | FBAFX | ALPBX / FBAFX | |
| Total Expense Ratio | 0.85 | 0.34 | 250% |
| Annual Report Gross Expense Ratio | 2.17 | 0.34 | 638% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.644 | 4.817 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 1.81 | 2.14 | 84% |
| Returns for 1 year | -1.87 | 7.40 | -25% |
| Returns for 3 years | 16.45 | 24.45 | 67% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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