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ALIBX vs FBAFX
ALIBX vs FBAFX Comparison
Open Charts ALIBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$13.36
Change-$0.17 (-1.26%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ALIBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ALIBX (13M). FBAFX pays higher dividends than ALIBX: FBAFX (1.94) vs ALIBX (1.58). ALIBX was incepted earlier than FBAFX: ALIBX (5 years) vs FBAFX (5 years). ALIBX (2.64) is less costly to investors than FBAFX (0.34). ALIBX is a more actively managed with annual turnover of: 131.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ALIBX: FBAFX (250) vs ALIBX (2500). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. ALIBX (-0.31). FBAFX return over 5 years is better than : 43.18 vs. ALIBX (36.81).
| ALIBX | FBAFX | ALIBX / FBAFX | |
| Total Expense Ratio | 1.15 | 0.34 | 338% |
| Annual Report Gross Expense Ratio | 2.64 | 0.34 | 776% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 10.974 | 15.061 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 269B | 0% |
| Annual Yield % from dividends | 1.58 | 1.94 | 81% |
| Returns for 1 year | -0.31 | 9.01 | -3% |
| Returns for 3 years | 34.48 | 44.43 | 78% |
| Returns for 5 years | 36.81 | 43.18 | 85% |
| Returns for 10 years | N/A | N/A | - |
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