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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$13.43
Change-$0.14 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
ALPBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. ALPBX (12.8M). FBONX pays higher dividends than ALPBX: FBONX (2.50) vs ALPBX (1.81). ALPBX was incepted earlier than FBONX: ALPBX (4 years) vs FBONX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (74.00). FBONX has a lower initial minimum investment than ALPBX: FBONX (250) vs ALPBX (100000). ALPBX annual gain was more profitable for investors over the last year : 22.72 vs. FBONX (21.23).
| ALPBX | FBONX | ALPBX / 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 | 16.149 | 14.314 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 236B | 0% |
| Annual Yield % from dividends | 1.81 | 2.50 | 72% |
| Returns for 1 year | 22.72 | 21.23 | 107% |
| Returns for 3 years | 14.83 | 12.91 | 115% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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