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ALPBX vs FBAFX
ALPBX vs FBAFX Comparison
Open Charts ALPBX vs FBAFX
ALPS/Smith Balanced Opportunity I
Price$13.30
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ALPBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ALPBX (13M). FBAFX pays higher dividends than ALPBX: FBAFX (1.94) vs ALPBX (1.57). 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 : 9.01 vs. ALPBX (0.87). FBAFX return over 5 years is better than : 43.18 vs. ALPBX (39.56).
| 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 | 12.366 | 15.061 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 269B | 0% |
| Annual Yield % from dividends | 1.57 | 1.94 | 81% |
| Returns for 1 year | 0.87 | 9.01 | 10% |
| Returns for 3 years | 35.62 | 44.43 | 80% |
| Returns for 5 years | 39.56 | 43.18 | 92% |
| Returns for 10 years | N/A | N/A | - |
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