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ALIBX vs FBONX
ALIBX vs FBONX Comparison
Open Charts ALIBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$13.59
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALIBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ALIBX (12.9M). FBONX pays higher dividends than ALIBX: FBONX (1.93) 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 : 10.08 vs. ALIBX (0.14). FBONX return over 5 years is better than : 42.77 vs. ALIBX (35.83).
| 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 | 12.884 | 17.419 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 269B | 0% |
| Annual Yield % from dividends | 1.62 | 1.93 | 84% |
| Returns for 1 year | 0.14 | 10.08 | 1% |
| Returns for 3 years | 32.90 | 42.81 | 77% |
| Returns for 5 years | 35.83 | 42.77 | 84% |
| Returns for 10 years | N/A | N/A | - |
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