Ad is loading...
ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.20
Change-$0.26 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
ALPBX vs FBONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. ALPBX (12.9M). 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 : 12.79 vs. ALPBX (8.97).
| 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 | 8.321 | 11.771 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 241B | 0% |
| Annual Yield % from dividends | 1.81 | 2.50 | 72% |
| Returns for 1 year | 8.97 | 12.79 | 70% |
| Returns for 3 years | 8.81 | 14.13 | 62% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |