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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.76
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.17M
American Funds American Balanced F1
Price$37.03
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
ALIBX vs BALFX Comparison Chart in %
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ALIBX vs. BALFX 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. ALIBX (12.2M). BALFX pays higher dividends than ALIBX: BALFX (1.79) vs ALIBX (1.58). ALIBX was incepted earlier than BALFX: ALIBX (5 years) vs BALFX (24 years). ALIBX (2.64) is less costly to investors than BALFX (0.61). ALIBX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALIBX: BALFX (250) vs ALIBX (2500). BALFX annual gain was more profitable for investors over the last year : 10.77 vs. ALIBX (3.31).
| ALIBX | BALFX | ALIBX / BALFX | |
| Total Expense Ratio | 1.15 | 0.61 | 189% |
| Annual Report Gross Expense Ratio | 2.64 | 0.61 | 433% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.265 | 8.603 | 61% |
| 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 | 1.79 | 88% |
| Returns for 1 year | 3.31 | 10.77 | 31% |
| Returns for 3 years | 22.85 | 31.13 | 73% |
| Returns for 5 years | N/A | 36.52 | - |
| Returns for 10 years | N/A | 64.68 | - |