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ALABX vs FBONX
ALABX vs FBONX Comparison
Open Charts ALABX vs FBONX
ALPS/Smith Balanced Opportunity A
Price$13.38
Change-$0.17 (-1.25%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ALABX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ALABX (13M). FBONX pays higher dividends than ALABX: FBONX (1.97) vs ALABX (1.50). 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 : 10.27 vs. ALABX (1.02). FBONX return over 5 years is better than : 45.24 vs. ALABX (38.72).
| 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 | 12.467 | 16.506 | 76% |
| 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 | 1.97 | 76% |
| Returns for 1 year | 1.02 | 10.27 | 10% |
| Returns for 3 years | 35.44 | 45.55 | 78% |
| Returns for 5 years | 38.72 | 45.24 | 86% |
| Returns for 10 years | 29.67 | N/A | - |
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