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ALIBX vs AMBFX
ALIBX vs AMBFX Comparison
Open Charts ALIBX vs AMBFX
ALPS/Smith Balanced Opportunity I
Price$13.10
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
ALIBX vs AMBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 262B vs. ALIBX (12.7M). AMBFX pays higher dividends than ALIBX: AMBFX (2.00) vs ALIBX (1.64). ALIBX was incepted earlier than AMBFX: ALIBX (5 years) vs AMBFX (17 years). ALIBX (2.64) is less costly to investors than AMBFX (0.35). ALIBX is a more actively managed with annual turnover of: 131.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than ALIBX: AMBFX (250) vs ALIBX (2500). AMBFX annual gain was more profitable for investors over the last year : 8.38 vs. ALIBX (-0.41). AMBFX return over 5 years is better than : 45.94 vs. ALIBX (41.80).
| ALIBX | AMBFX | ALIBX / AMBFX | |
| Total Expense Ratio | 1.15 | 0.35 | 329% |
| Annual Report Gross Expense Ratio | 2.64 | 0.35 | 754% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.712 | 13.342 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 262B | 0% |
| Annual Yield % from dividends | 1.64 | 2.00 | 82% |
| Returns for 1 year | -0.41 | 8.38 | -5% |
| Returns for 3 years | 39.39 | 52.36 | 75% |
| Returns for 5 years | 41.80 | 45.94 | 91% |
| Returns for 10 years | N/A | 85.39 | - |
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