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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$13.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529-F-2
Price$39.57
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
ALCBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. ALCBX (13M). FBAFX pays higher dividends than ALCBX: FBAFX (1.94) vs ALCBX (1.05). ALCBX was incepted earlier than FBAFX: ALCBX (5 years) vs FBAFX (5 years). ALCBX (3.33) is less costly to investors than FBAFX (0.34). ALCBX is a more actively managed with annual turnover of: 131.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ALCBX: FBAFX (250) vs ALCBX (2500). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. ALCBX (0.26). FBAFX return over 5 years is better than : 44.98 vs. ALCBX (33.27).
| ALCBX | FBAFX | ALCBX / FBAFX | |
| Total Expense Ratio | 1.85 | 0.34 | 544% |
| Annual Report Gross Expense Ratio | 3.33 | 0.34 | 979% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 11.842 | 16.503 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 268B | 0% |
| Annual Yield % from dividends | 1.05 | 1.94 | 54% |
| Returns for 1 year | 0.26 | 10.25 | 3% |
| Returns for 3 years | 32.05 | 45.39 | 71% |
| Returns for 5 years | 33.27 | 44.98 | 74% |
| Returns for 10 years | 19.12 | N/A | - |
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