Interact to see
Advertisement
Advertisement
ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$13.22
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ALIBX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. ALIBX (12.8M). FBONX pays higher dividends than ALIBX: FBONX (2.00) vs ALIBX (1.62). ALIBX was incepted earlier than FBONX: ALIBX (5 years) vs FBONX (5 years). ALIBX (2.64) is less costly to investors than FBONX (0.30). ALIBX is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ALIBX: FBONX (250) vs ALIBX (2500). FBONX annual gain was more profitable for investors over the last year : 9.00 vs. ALIBX (-0.46).
| ALIBX | FBONX | ALIBX / FBONX | |
| Total Expense Ratio | 1.15 | 0.30 | 383% |
| Annual Report Gross Expense Ratio | 2.64 | 0.30 | 880% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 9.708 | 14.886 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 266B | 0% |
| Annual Yield % from dividends | 1.62 | 2.00 | 81% |
| Returns for 1 year | -0.46 | 9.00 | -5% |
| Returns for 3 years | 38.64 | 52.65 | 73% |
| Returns for 5 years | 38.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement