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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets11.05M
American Funds American Balanced 529-F-3
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
ALPBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 224B vs. ALPBX (11M). FBONX pays higher dividends than ALPBX: FBONX (2.26) vs ALPBX (1.85). ALPBX was incepted earlier than FBONX: ALPBX (5 years) vs FBONX (4 years). ALPBX (1.84) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (131.00). 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 : 1.18 vs. ALPBX (-6.55).
| ALPBX | FBONX | ALPBX / FBONX | |
| Total Expense Ratio | 0.86 | 0.30 | 287% |
| Annual Report Gross Expense Ratio | 1.84 | 0.30 | 613% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -6.238 | -3.154 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 224B | 0% |
| Annual Yield % from dividends | 1.85 | 2.26 | 82% |
| Returns for 1 year | -6.55 | 1.18 | -553% |
| Returns for 3 years | 3.98 | 12.53 | 32% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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