ALIBX
Price
$12.53
Change
-$0.00 (-0.00%)
Updated
Jul 16 closing price
Net Assets
12.05M
BALFX
Price
$36.78
Change
+$0.08 (+0.22%)
Updated
Jul 16 closing price
Net Assets
251.3B
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ALIBX vs BALFX

Header iconALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFXBanner chart's image
ALPS/Smith Balanced Opportunity I
Price$12.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.05M
American Funds American Balanced F1
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
ALIBX vs BALFX Comparison Chart in %
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ALIBX vs. BALFX commentary
Jul 18, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 251B vs. ALIBX (12.1M). BALFX pays higher dividends than ALIBX: BALFX (1.81) vs ALIBX (1.61). 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 : 5.62 vs. ALIBX (-2.51).
ALIBXBALFXALIBX / BALFX
Total Expense Ratio1.150.61189%
Annual Report Gross Expense Ratio2.640.61433%
Fund Existence5 years24 years-
Gain YTD3.5107.87045%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.1M251B0%
Annual Yield % from dividends1.611.8189%
Returns for 1 year-2.515.62-45%
Returns for 3 years27.9335.1579%
Returns for 5 yearsN/A38.50-
Returns for 10 yearsN/A61.80-
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