Interact to see
Advertisement
Advertisement
ALABX vs FBAFX
ALABX vs FBAFX Comparison
Open Charts ALABX vs FBAFX
ALPS/Smith Balanced Opportunity A
Price$12.79
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced 529-F-2
Price$37.31
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
ALABX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. ALABX (12.1M). FBAFX pays higher dividends than ALABX: FBAFX (2.04) vs ALABX (1.53). ALABX was incepted earlier than FBAFX: ALABX (5 years) vs FBAFX (5 years). ALABX (2.63) is less costly to investors than FBAFX (0.34). ALABX is a more actively managed with annual turnover of: 131.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ALABX: FBAFX (250) vs ALABX (2500). FBAFX annual gain was more profitable for investors over the last year : 7.07 vs. ALABX (-0.84).
| ALABX | FBAFX | ALABX / FBAFX | |
| Total Expense Ratio | 1.15 | 0.34 | 338% |
| Annual Report Gross Expense Ratio | 2.63 | 0.34 | 774% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 5.716 | 9.478 | 60% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 256B | 0% |
| Annual Yield % from dividends | 1.53 | 2.04 | 75% |
| Returns for 1 year | -0.84 | 7.07 | -12% |
| Returns for 3 years | 22.30 | 32.65 | 68% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 22.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement