Interact to see
Advertisement
Advertisement
ALPBX vs FBAFX
ALPBX vs FBAFX Comparison
Open Charts ALPBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$13.53
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALPBX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ALPBX (12.9M). FBAFX pays higher dividends than ALPBX: FBAFX (1.90) vs ALPBX (1.59). ALPBX was incepted earlier than FBAFX: ALPBX (5 years) vs FBAFX (5 years). ALPBX (2.17) is less costly to investors than FBAFX (0.34). ALPBX is a more actively managed with annual turnover of: 131.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ALPBX: FBAFX (250) vs ALPBX (100000). FBAFX annual gain was more profitable for investors over the last year : 9.57 vs. ALPBX (-0.49). FBAFX return over 5 years is better than : 42.71 vs. ALPBX (36.65).
| ALPBX | FBAFX | ALPBX / FBAFX | |
| Total Expense Ratio | 0.85 | 0.34 | 250% |
| Annual Report Gross Expense Ratio | 2.17 | 0.34 | 638% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 12.116 | 16.857 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 269B | 0% |
| Annual Yield % from dividends | 1.59 | 1.90 | 84% |
| Returns for 1 year | -0.49 | 9.57 | -5% |
| Returns for 3 years | 32.31 | 42.02 | 77% |
| Returns for 5 years | 36.65 | 42.71 | 86% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement