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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$12.94
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets12.54M
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
ALABX vs BALFX Comparison Chart in %
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ALABX vs. BALFX commentary
Sep 06, 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 StrongBuy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. ALABX (12.5M). BALFX pays higher dividends than ALABX: BALFX (1.77) vs ALABX (1.57). 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 : 9.94 vs. ALABX (0.99).
| 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 | 7.174 | 11.360 | 63% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 258B | 0% |
| Annual Yield % from dividends | 1.57 | 1.77 | 89% |
| Returns for 1 year | 0.99 | 9.94 | 10% |
| Returns for 3 years | 30.13 | 39.77 | 76% |
| Returns for 5 years | N/A | 39.60 | - |
| Returns for 10 years | 23.83 | 75.07 | 32% |