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ALCBX vs FBAFX
ALCBX vs FBAFX Comparison
Open Charts ALCBX vs FBAFX
ALPS/Smith Balanced Opportunity C
Price$12.60
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.41M
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
ALCBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ALCBX (12.4M). FBAFX pays higher dividends than ALCBX: FBAFX (1.90) vs ALCBX (1.16). 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 : 9.38 vs. ALCBX (3.63). FBAFX return over 5 years is better than : 38.07 vs. ALCBX (22.06).
| 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 | 5.087 | 10.851 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 269B | 0% |
| Annual Yield % from dividends | 1.16 | 1.90 | 61% |
| Returns for 1 year | 3.63 | 9.38 | 39% |
| Returns for 3 years | 26.36 | 38.63 | 68% |
| Returns for 5 years | 22.06 | 38.07 | 58% |
| Returns for 10 years | 10.75 | N/A | - |
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