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ALPBX vs AMBFX
ALPBX vs AMBFX Comparison
Open Charts ALPBX vs AMBFX
ALPS/Smith Balanced Opportunity I
Price$12.60
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets12.21M
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ALPBX vs AMBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. ALPBX (12.2M). AMBFX pays higher dividends than ALPBX: AMBFX (2.05) vs ALPBX (1.75). 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 : 8.11 vs. ALPBX (0.25).
| 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 | 4.523 | 8.181 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 252B | 0% |
| Annual Yield % from dividends | 1.75 | 2.05 | 86% |
| Returns for 1 year | 0.25 | 8.11 | 3% |
| Returns for 3 years | 30.28 | 35.95 | 84% |
| Returns for 5 years | N/A | 42.85 | - |
| Returns for 10 years | N/A | 67.46 | - |
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