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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ALABX vs BALFX Comparison Chart
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ALABX vs. BALFX commentary
May 09, 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: 234B vs. ALABX (11.3M). BALFX pays higher dividends than ALABX: BALFX (1.95) vs ALABX (1.63). 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 : 4.68 vs. ALABX (-1.92).
| 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 | -1.922 | 0.419 | -459% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 1.63 | 1.95 | 84% |
| Returns for 1 year | -1.92 | 4.68 | -41% |
| Returns for 3 years | 16.84 | 21.77 | 77% |
| Returns for 5 years | N/A | 36.57 | - |
| Returns for 10 years | 14.07 | 50.51 | 28% |
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