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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.41
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets12.84M
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
ALPBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B 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). FBONX annual gain was more profitable for investors over the last year : 12.59 vs. ALPBX (8.31).
| 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 | 1.972 | 1.952 | 101% |
| 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 | 240B | 0% |
| Annual Yield % from dividends | 1.81 | 2.50 | 72% |
| Returns for 1 year | 8.31 | 12.59 | 66% |
| Returns for 3 years | 9.07 | 14.84 | 61% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |