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ALPBX vs AMBFX
ALPBX vs AMBFX Comparison
Open Charts ALPBX vs AMBFX
ALPS/Smith Balanced Opportunity I
Price$13.05
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
ALPBX vs AMBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 262B vs. ALPBX (12.7M). AMBFX pays higher dividends than ALPBX: AMBFX (2.00) vs ALPBX (1.69). ALPBX was incepted earlier than AMBFX: ALPBX (5 years) vs AMBFX (17 years). ALPBX (2.17) is less costly to investors than AMBFX (0.35). ALPBX is a more actively managed with annual turnover of: 131.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than ALPBX: AMBFX (250) vs ALPBX (100000). AMBFX annual gain was more profitable for investors over the last year : 8.38 vs. ALPBX (-0.70). AMBFX return over 5 years is better than : 45.94 vs. ALPBX (42.86).
| ALPBX | AMBFX | ALPBX / AMBFX | |
| Total Expense Ratio | 0.85 | 0.35 | 243% |
| Annual Report Gross Expense Ratio | 2.17 | 0.35 | 620% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.685 | 13.342 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 262B | 0% |
| Annual Yield % from dividends | 1.69 | 2.00 | 84% |
| Returns for 1 year | -0.70 | 8.38 | -8% |
| Returns for 3 years | 39.65 | 52.36 | 76% |
| Returns for 5 years | 42.86 | 45.94 | 93% |
| Returns for 10 years | N/A | 85.39 | - |
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