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ALIBX vs BALCX
ALIBX vs BALCX Comparison
Open Charts ALIBX vs BALCX
ALPS/Smith Balanced Opportunity I
Price$12.90
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets12.45M
American Funds American Balanced C
Price$37.39
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
ALIBX vs BALCX Comparison Chart in %
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ALIBX vs. BALCX commentary
Aug 29, 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: 255B vs. ALIBX (12.5M). 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 : 7.26 vs. ALIBX (-0.01).
| 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 | 6.836 | 10.099 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 255B | 0% |
| Annual Yield % from dividends | 1.58 | 1.18 | 134% |
| Returns for 1 year | -0.01 | 7.26 | -0% |
| Returns for 3 years | 27.11 | 33.01 | 82% |
| Returns for 5 years | N/A | 33.22 | - |
| Returns for 10 years | N/A | 66.67 | - |
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