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ALPBX vs FBAFX
ALPBX vs FBAFX Comparison
Open Charts ALPBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$12.83
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets12.62M
American Funds American Balanced 529-F-2
Price$38.40
Change+$0.34 (+0.89%)
VolumeN/A
Net Assets269.72B
ALPBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. ALPBX (12.6M). FBAFX pays higher dividends than ALPBX: FBAFX (2.16) vs ALPBX (1.60). 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 : 13.75 vs. ALPBX (6.31). FBAFX return over 5 years is better than : 39.80 vs. ALPBX (26.15).
| 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 | 2.150 | 2.427 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 270B | 0% |
| Annual Yield % from dividends | 1.60 | 2.16 | 74% |
| Returns for 1 year | 6.31 | 13.75 | 46% |
| Returns for 3 years | 29.39 | 41.13 | 71% |
| Returns for 5 years | 26.15 | 39.80 | 66% |
| Returns for 10 years | N/A | N/A | - |
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