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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$12.50
Change-$0.16 (-1.26%)
VolumeN/A
Net Assets12.31M
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ALABX vs BALFX Comparison Chart
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ALABX vs. BALFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. ALABX (12.3M). 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 : 9.19 vs. ALABX (4.12).
| 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 | 2.378 | 2.886 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 242B | 0% |
| Annual Yield % from dividends | 1.55 | 2.21 | 70% |
| Returns for 1 year | 4.12 | 9.19 | 45% |
| Returns for 3 years | 13.21 | 17.52 | 75% |
| Returns for 5 years | N/A | 29.96 | - |
| Returns for 10 years | 18.93 | 52.44 | 36% |
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