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ALIBX vs AMBFX
ALIBX vs AMBFX Comparison
Open Charts ALIBX vs AMBFX
ALPS/Smith Balanced Opportunity I
Price$12.82
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.34M
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ALIBX vs AMBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. ALIBX (12.3M). AMBFX pays higher dividends than ALIBX: AMBFX (2.05) vs ALIBX (1.61). 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 : 10.53 vs. ALIBX (2.73).
| 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 | 6.010 | 9.150 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 254B | 0% |
| Annual Yield % from dividends | 1.61 | 2.05 | 78% |
| Returns for 1 year | 2.73 | 10.53 | 26% |
| Returns for 3 years | 28.89 | 35.56 | 81% |
| Returns for 5 years | N/A | 41.01 | - |
| Returns for 10 years | N/A | 67.47 | - |