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ALCBX vs FBONX
ALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONX
ALPS/Smith Balanced Opportunity C
Price$13.46
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALCBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ALCBX (12.9M). FBONX pays higher dividends than ALCBX: FBONX (1.93) vs ALCBX (1.16). 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 : 9.61 vs. ALCBX (-1.03). FBONX return over 5 years is better than : 43.00 vs. ALCBX (30.59).
| 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 | 11.592 | 16.889 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 269B | 0% |
| Annual Yield % from dividends | 1.16 | 1.93 | 60% |
| Returns for 1 year | -1.03 | 9.61 | -11% |
| Returns for 3 years | 28.92 | 42.16 | 69% |
| Returns for 5 years | 30.59 | 43.00 | 71% |
| Returns for 10 years | 18.02 | N/A | - |
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