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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.26
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ALIBX vs BALFX Comparison Chart
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ALIBX vs. BALFX commentary
Jun 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: 243B vs. ALIBX (11.6M). BALFX pays higher dividends than ALIBX: BALFX (1.88) vs ALIBX (1.64). 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 : 7.08 vs. ALIBX (-1.64).
| 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 | 0.642 | 4.688 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 1.64 | 1.88 | 87% |
| Returns for 1 year | -1.64 | 7.08 | -23% |
| Returns for 3 years | 16.11 | 22.12 | 73% |
| Returns for 5 years | N/A | 34.60 | - |
| Returns for 10 years | N/A | 59.06 | - |
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