Interact to see
Advertisement
Advertisement
ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$12.26
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets11.58M
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
ALABX vs BALFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALABX vs. BALFX commentary
Jun 14, 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 Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 247B vs. ALABX (11.6M). BALFX pays higher dividends than ALABX: BALFX (1.88) vs ALABX (1.59). ALABX was incepted earlier than BALFX: ALABX (5 years) vs BALFX (24 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 : 5.26 vs. ALABX (-1.02).
| 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 | 24 years | - |
| Gain YTD | 1.838 | 4.438 | 41% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 247B | 0% |
| Annual Yield % from dividends | 1.59 | 1.88 | 85% |
| Returns for 1 year | -1.02 | 5.26 | -19% |
| Returns for 3 years | 28.09 | 32.52 | 86% |
| Returns for 5 years | N/A | 38.20 | - |
| Returns for 10 years | 18.52 | 57.60 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement