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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$12.91
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets12.67M
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
ALCBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. ALCBX (12.7M). FBAFX pays higher dividends than ALCBX: FBAFX (2.11) vs ALCBX (1.23). 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 (44.00) and FBAFX (44.00) have comparable annual turnover. 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 : 11.64 vs. ALCBX (4.93). FBAFX return over 5 years is better than : 39.18 vs. ALCBX (21.47).
| 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 | 3.446 | 2.481 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 270B | 0% |
| Annual Yield % from dividends | 1.23 | 2.11 | 58% |
| Returns for 1 year | 4.93 | 11.64 | 42% |
| Returns for 3 years | 22.85 | 37.86 | 60% |
| Returns for 5 years | 21.47 | 39.18 | 55% |
| Returns for 10 years | 12.10 | N/A | - |
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