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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.21
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ALPBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. ALPBX (11.6M). FBONX pays higher dividends than ALPBX: FBONX (2.18) vs ALPBX (1.81). ALPBX was incepted earlier than FBONX: ALPBX (5 years) vs FBONX (5 years). ALPBX (2.17) is less costly to investors than FBONX (0.30). ALPBX is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ALPBX: FBONX (250) vs ALPBX (100000). FBONX annual gain was more profitable for investors over the last year : 7.44 vs. ALPBX (-1.87).
| ALPBX | FBONX | ALPBX / FBONX | |
| Total Expense Ratio | 0.85 | 0.30 | 283% |
| Annual Report Gross Expense Ratio | 2.17 | 0.30 | 723% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.644 | 4.828 | 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 | 2.18 | 83% |
| Returns for 1 year | -1.87 | 7.44 | -25% |
| Returns for 3 years | 16.45 | 24.57 | 67% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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