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ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$12.74
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ALPBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. ALPBX (12.1M). FBONX pays higher dividends than ALPBX: FBONX (2.08) vs ALPBX (1.70). 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 : 8.28 vs. ALPBX (-0.14).
| 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 | 5.793 | 9.939 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 256B | 0% |
| Annual Yield % from dividends | 1.70 | 2.08 | 82% |
| Returns for 1 year | -0.14 | 8.28 | -2% |
| Returns for 3 years | 20.87 | 31.70 | 66% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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