ALCBX
Price
$12.53
Change
+$0.07 (+0.56%)
Updated
Jul 3 closing price
Net Assets
12.21M
FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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ALCBX vs FBONX

Header iconALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONXBanner chart's image
ALPS/Smith Balanced Opportunity C
Price$12.53
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets12.21M
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ALCBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. ALCBX (12.2M). FBONX pays higher dividends than ALCBX: FBONX (2.10) vs ALCBX (0.88). 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 : 8.16 vs. ALCBX (-0.78).
ALCBXFBONXALCBX / FBONX
Total Expense Ratio1.850.30617%
Annual Report Gross Expense Ratio3.330.301,110%
Fund Existence5 years5 years-
Gain YTD3.9998.20849%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.2M252B0%
Annual Yield % from dividends0.882.1042%
Returns for 1 year-0.788.16-10%
Returns for 3 years26.4037.3371%
Returns for 5 yearsN/AN/A-
Returns for 10 years11.60N/A-
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