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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$11.52
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets11.05M
American Funds American Balanced F1
Price$33.09
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
ALABX vs BALFX Comparison Chart
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ALABX vs. BALFX commentary
Apr 12, 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: 224B vs. ALABX (11M). BALFX pays higher dividends than ALABX: BALFX (1.95) vs ALABX (1.59). ALABX was incepted earlier than BALFX: ALABX (5 years) vs BALFX (24 years). ALABX (2.02) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALABX (131.00). 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 : 0.87 vs. ALABX (-6.30).
| ALABX | BALFX | ALABX / BALFX | |
| Total Expense Ratio | 1.16 | 0.62 | 187% |
| Annual Report Gross Expense Ratio | 2.02 | 0.62 | 326% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -6.165 | -3.237 | 190% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 224B | 0% |
| Annual Yield % from dividends | 1.59 | 1.95 | 82% |
| Returns for 1 year | -6.30 | 0.87 | -726% |
| Returns for 3 years | 3.67 | 10.30 | 36% |
| Returns for 5 years | N/A | 35.20 | - |
| Returns for 10 years | 8.87 | 45.49 | 19% |