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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$12.51
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
ALABX vs BALFX Comparison Chart
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ALABX vs. BALFX commentary
Dec 19, 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 Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. ALABX (12.9M). 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). BALFX annual gain was more profitable for investors over the last year : 12.54 vs. ALABX (9.00).
| 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 | 8.386 | 11.522 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 241B | 0% |
| Annual Yield % from dividends | 1.55 | 2.21 | 70% |
| Returns for 1 year | 9.00 | 12.54 | 72% |
| Returns for 3 years | 8.32 | 11.70 | 71% |
| Returns for 5 years | N/A | 32.57 | - |
| Returns for 10 years | 19.64 | 46.34 | 42% |
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