Interact to see
Advertisement
Advertisement
ALABX vs FBONX
ALABX vs FBONX Comparison
Open Charts ALABX vs FBONX
ALPS/Smith Balanced Opportunity A
Price$12.79
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced 529-F-3
Price$37.31
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
ALABX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. ALABX (12.1M). FBONX pays higher dividends than ALABX: FBONX (2.08) vs ALABX (1.53). 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 : 7.12 vs. ALABX (-0.84).
| 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 | 5.716 | 9.499 | 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 | 2.08 | 74% |
| Returns for 1 year | -0.84 | 7.12 | -12% |
| Returns for 3 years | 22.30 | 32.78 | 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