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ALCBX vs FBONX
ALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONX
ALPS/Smith Balanced Opportunity C
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets12.54M
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
ALCBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. ALCBX (12.5M). FBONX pays higher dividends than ALCBX: FBONX (2.05) vs ALCBX (0.99). ALCBX was incepted earlier than FBONX: ALCBX (5 years) vs FBONX (5 years). ALCBX (3.33) is less costly to investors than FBONX (0.30). ALCBX is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ALCBX: FBONX (250) vs ALCBX (2500). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. ALCBX (-0.21).
| ALCBX | FBONX | ALCBX / FBONX | |
| Total Expense Ratio | 1.85 | 0.30 | 617% |
| Annual Report Gross Expense Ratio | 3.33 | 0.30 | 1,110% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 6.523 | 11.583 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 259B | 0% |
| Annual Yield % from dividends | 0.99 | 2.05 | 48% |
| Returns for 1 year | -0.21 | 10.27 | -2% |
| Returns for 3 years | 26.65 | 42.21 | 63% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 13.91 | N/A | - |
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