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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$11.73
Change-$0.33 (-2.74%)
VolumeN/A
Net Assets12.14M
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
ALIBX vs BALFX Comparison Chart
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ALIBX vs. BALFX commentary
Apr 04, 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: 235B vs. ALIBX (12.1M). BALFX pays higher dividends than ALIBX: BALFX (1.95) vs ALIBX (1.63). ALIBX was incepted earlier than BALFX: ALIBX (5 years) vs BALFX (24 years). ALIBX (2.00) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (131.00). 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 : 1.33 vs. ALIBX (-1.56).
| ALIBX | BALFX | ALIBX / BALFX | |
| Total Expense Ratio | 1.16 | 0.62 | 187% |
| Annual Report Gross Expense Ratio | 2.00 | 0.62 | 323% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -0.871 | -2.155 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 235B | 0% |
| Annual Yield % from dividends | 1.63 | 1.95 | 84% |
| Returns for 1 year | -1.56 | 1.33 | -117% |
| Returns for 3 years | 6.71 | 9.14 | 73% |
| Returns for 5 years | N/A | 45.99 | - |
| Returns for 10 years | N/A | 47.77 | - |
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