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ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.24
Change-$0.10 (-0.81%)
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
ALIBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ALIBX (11.5M). FBONX pays higher dividends than ALIBX: FBONX (2.18) vs ALIBX (1.64). 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 : 5.58 vs. ALIBX (-1.86).
| 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 | 0.972 | 4.568 | 21% |
| 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 | 1.64 | 2.18 | 75% |
| Returns for 1 year | -1.86 | 5.58 | -33% |
| Returns for 3 years | 27.07 | 34.82 | 78% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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