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ALABX vs FBONX
ALABX vs FBONX Comparison
Open Charts ALABX vs FBONX
ALPS/Smith Balanced Opportunity A
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced 529-F-3
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ALABX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. ALABX (12.7M). FBONX pays higher dividends than ALABX: FBONX (2.05) vs ALABX (1.57). ALABX was incepted earlier than FBONX: ALABX (5 years) vs FBONX (5 years). ALABX (2.63) is less costly to investors than FBONX (0.30). ALABX is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ALABX: FBONX (250) vs ALABX (2500). FBONX annual gain was more profitable for investors over the last year : 8.44 vs. ALABX (-0.34).
| ALABX | FBONX | ALABX / FBONX | |
| Total Expense Ratio | 1.15 | 0.30 | 383% |
| Annual Report Gross Expense Ratio | 2.63 | 0.30 | 877% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 8.799 | 13.414 | 66% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 2.05 | 77% |
| Returns for 1 year | -0.34 | 8.44 | -4% |
| Returns for 3 years | 39.44 | 53.50 | 74% |
| Returns for 5 years | 41.88 | N/A | - |
| Returns for 10 years | 25.19 | N/A | - |
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