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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$13.30
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
ALABX vs BALFX Comparison Chart in %
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ALABX vs. BALFX commentary
Nov 20, 2025
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 Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ALABX (12.8M). BALFX pays higher dividends than ALABX: BALFX (1.70) vs ALABX (1.50). ALABX was incepted earlier than BALFX: ALABX (5 years) vs BALFX (25 years). ALABX (2.63) is less costly to investors than BALFX (0.61). ALABX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALABX: BALFX (250) vs ALABX (2500). BALFX annual gain was more profitable for investors over the last year : 8.95 vs. ALABX (-0.41). BALFX return over 5 years is better than : 38.60 vs. ALABX (35.58).
| ALABX | BALFX | ALABX / BALFX | |
| Total Expense Ratio | 1.15 | 0.61 | 189% |
| Annual Report Gross Expense Ratio | 2.63 | 0.61 | 431% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 9.977 | 14.015 | 71% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.50 | 1.70 | 89% |
| Returns for 1 year | -0.41 | 8.95 | -5% |
| Returns for 3 years | 32.74 | 40.90 | 80% |
| Returns for 5 years | 35.58 | 38.60 | 92% |
| Returns for 10 years | 26.67 | 70.89 | 38% |
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