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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.87
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets12.54M
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
ALPBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. ALPBX (12.5M). FBONX pays higher dividends than ALPBX: FBONX (2.05) vs ALPBX (1.69). 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 is a more actively managed with annual turnover of: 131.00 vs. FBONX (44.00). 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 : 10.27 vs. ALPBX (0.65).
| 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 | 7.048 | 11.583 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 259B | 0% |
| Annual Yield % from dividends | 1.69 | 2.05 | 82% |
| Returns for 1 year | 0.65 | 10.27 | 6% |
| Returns for 3 years | 30.32 | 42.21 | 72% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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