Interact to see
Advertisement
Advertisement
ALIBX vs BALCX
ALIBX vs BALCX Comparison
Open Charts ALIBX vs BALCX
ALPS/Smith Balanced Opportunity I
Price$12.76
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.17M
American Funds American Balanced C
Price$36.73
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
ALIBX vs BALCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALIBX vs. BALCX commentary
Aug 07, 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 ALIBX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. ALIBX (12.2M). ALIBX pays higher dividends than BALCX: ALIBX (1.58) vs BALCX (1.18). ALIBX was incepted earlier than BALCX: ALIBX (5 years) vs BALCX (24 years). ALIBX (2.64) is less costly to investors than BALCX (1.31). ALIBX is a more actively managed with annual turnover of: 131.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ALIBX: BALCX (250) vs ALIBX (2500). BALCX annual gain was more profitable for investors over the last year : 9.98 vs. ALIBX (3.31).
| ALIBX | BALCX | ALIBX / BALCX | |
| Total Expense Ratio | 1.15 | 1.31 | 88% |
| Annual Report Gross Expense Ratio | 2.64 | 1.31 | 202% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.265 | 8.155 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 252B | 0% |
| Annual Yield % from dividends | 1.58 | 1.18 | 134% |
| Returns for 1 year | 3.31 | 9.98 | 33% |
| Returns for 3 years | 22.85 | 28.72 | 80% |
| Returns for 5 years | N/A | 32.54 | - |
| Returns for 10 years | N/A | 57.88 | - |