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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$12.67
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets12.14M
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
ALABX vs BALFX Comparison Chart in %
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ALABX vs. BALFX commentary
Jul 05, 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: 251B vs. ALABX (12.1M). BALFX pays higher dividends than ALABX: BALFX (1.81) vs ALABX (1.56). 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 : 7.83 vs. ALABX (-0.03).
| 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 | 3.960 | 8.075 | 49% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 251B | 0% |
| Annual Yield % from dividends | 1.56 | 1.81 | 86% |
| Returns for 1 year | -0.03 | 7.83 | -0% |
| Returns for 3 years | 29.17 | 35.03 | 83% |
| Returns for 5 years | N/A | 41.29 | - |
| Returns for 10 years | 20.59 | 64.94 | 32% |