Interact to see
Advertisement
Advertisement
ALCBX vs FBONX
ALCBX vs FBONX Comparison
Open Charts ALCBX vs FBONX
ALPS/Smith Balanced Opportunity C
Price$12.13
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets11.49M
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ALCBX vs FBONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ALCBX (11.5M). FBONX pays higher dividends than ALCBX: FBONX (2.18) vs ALCBX (0.85). 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 : 5.58 vs. ALCBX (-3.01).
| 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 | 0.558 | 4.568 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 244B | 0% |
| Annual Yield % from dividends | 0.85 | 2.18 | 39% |
| Returns for 1 year | -3.01 | 5.58 | -54% |
| Returns for 3 years | 23.65 | 34.82 | 68% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 8.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSBUX | 26.44 | -0.12 | -0.45% |
| Goldman Sachs Income Builder R6 | |||
| MIGPX | 17.96 | -0.20 | -1.10% |
| Morgan Stanley Inst Global Insgt A | |||
| MDDVX | 20.11 | -0.23 | -1.13% |
| BlackRock Equity Dividend Inv A | |||
| TLCIX | 19.45 | -0.28 | -1.42% |
| Touchstone Large Cap Institutional | |||
| JUSPX | 15.85 | -0.30 | -1.86% |
| JPMorgan US Small Company R3 | |||