Interact to see
Advertisement
Advertisement
ALABX vs FBAFX
ALABX vs FBAFX Comparison
Open Charts ALABX vs FBAFX
ALPS/Smith Balanced Opportunity A
Price$13.38
Change-$0.17 (-1.25%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
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: 269B vs. ALABX (13M). FBAFX pays higher dividends than ALABX: FBAFX (1.94) vs ALABX (1.50). 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 : 9.01 vs. ALABX (-0.24). FBAFX return over 5 years is better than : 43.18 vs. ALABX (36.98).
| 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 | 11.056 | 15.061 | 73% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 269B | 0% |
| Annual Yield % from dividends | 1.50 | 1.94 | 78% |
| Returns for 1 year | -0.24 | 9.01 | -3% |
| Returns for 3 years | 34.51 | 44.43 | 78% |
| Returns for 5 years | 36.98 | 43.18 | 86% |
| Returns for 10 years | 28.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement