Interact to see
Advertisement
Advertisement
ALPBX vs FBONX
ALPBX vs FBONX Comparison
Open Charts ALPBX vs FBONX
ALPS/Smith Balanced Opportunity I
Price$13.30
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ALPBX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ALPBX (13M). FBONX pays higher dividends than ALPBX: FBONX (1.97) vs ALPBX (1.57). 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 (0.87). FBONX return over 5 years is better than : 45.24 vs. ALPBX (39.56).
| 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 | 12.366 | 16.506 | 75% |
| 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 | 1.97 | 80% |
| Returns for 1 year | 0.87 | 10.27 | 9% |
| Returns for 3 years | 35.62 | 45.55 | 78% |
| Returns for 5 years | 39.56 | 45.24 | 87% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement