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ALABX vs FBAFX
ALABX vs FBAFX Comparison
Open Charts ALABX vs FBAFX
ALPS/Smith Balanced Opportunity A
Price$12.84
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.34M
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ALABX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. ALABX (12.3M). FBAFX pays higher dividends than ALABX: FBAFX (2.06) vs ALABX (1.56). 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 : 10.54 vs. ALABX (2.84).
| 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 | 6.129 | 9.185 | 67% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 254B | 0% |
| Annual Yield % from dividends | 1.56 | 2.06 | 76% |
| Returns for 1 year | 2.84 | 10.54 | 27% |
| Returns for 3 years | 28.97 | 36.84 | 79% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 22.75 | N/A | - |