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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.28
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
ALIBX vs BALFX Comparison Chart in %
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ALIBX vs. BALFX commentary
Nov 20, 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 Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ALIBX (12.8M). BALFX pays higher dividends than ALIBX: BALFX (1.70) vs ALIBX (1.58). ALIBX was incepted earlier than BALFX: ALIBX (5 years) vs BALFX (25 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 : 8.95 vs. ALIBX (-0.48). BALFX return over 5 years is better than : 38.60 vs. ALIBX (35.53).
| 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 | 25 years | - |
| Gain YTD | 9.894 | 14.015 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.58 | 1.70 | 93% |
| Returns for 1 year | -0.48 | 8.95 | -5% |
| Returns for 3 years | 32.71 | 40.90 | 80% |
| Returns for 5 years | 35.53 | 38.60 | 92% |
| Returns for 10 years | N/A | 70.89 | - |
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