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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$13.48
Change-$0.13 (-0.96%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
ALABX vs BALFX Comparison Chart
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ALABX vs. BALFX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALABX is a StrongBuy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. ALABX (12.8M). BALFX pays higher dividends than ALABX: BALFX (2.21) vs ALABX (1.55). ALABX was incepted earlier than BALFX: ALABX (4 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALABX (74.00). BALFX has a lower initial minimum investment than ALABX: BALFX (250) vs ALABX (2500). ALABX annual gain was more profitable for investors over the last year : 22.75 vs. BALFX (20.84).
| ALABX | BALFX | ALABX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 16.308 | 13.997 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 236B | 0% |
| Annual Yield % from dividends | 1.55 | 2.21 | 70% |
| Returns for 1 year | 22.75 | 20.84 | 109% |
| Returns for 3 years | 14.35 | 10.40 | 138% |
| Returns for 5 years | N/A | 34.76 | - |
| Returns for 10 years | 28.14 | 50.51 | 56% |