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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.98
Change-$0.19 (-1.44%)
VolumeN/A
Net Assets12.63M
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
ALPBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. ALPBX (12.6M). FBONX pays higher dividends than ALPBX: FBONX (2.14) vs ALPBX (1.53). ALPBX was incepted earlier than FBONX: ALPBX (5 years) vs FBONX (5 years). ALPBX (2.17) is less costly to investors than FBONX (0.30). ALPBX (44.00) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than ALPBX: FBONX (250) vs ALPBX (100000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. ALPBX (5.37). FBONX return over 5 years is better than : 39.41 vs. ALPBX (26.98).
| ALPBX | FBONX | ALPBX / FBONX | |
| Total Expense Ratio | 0.85 | 0.30 | 283% |
| Annual Report Gross Expense Ratio | 2.17 | 0.30 | 723% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.429 | 2.481 | 138% |
| 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 | 1.53 | 2.14 | 72% |
| Returns for 1 year | 5.37 | 11.66 | 46% |
| Returns for 3 years | 25.89 | 37.96 | 68% |
| Returns for 5 years | 26.98 | 39.41 | 68% |
| Returns for 10 years | N/A | N/A | - |
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