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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.78M
American Funds American Balanced F1
Price$38.49
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
ALIBX vs BALFX Comparison Chart in %
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ALIBX vs. BALFX commentary
Sep 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ALIBX (12.8M). BALFX pays higher dividends than ALIBX: BALFX (1.77) vs ALIBX (1.64). 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 : 9.29 vs. ALIBX (0.78). BALFX (42.75) and ALIBX (41.33) have equivalent 5 years return.
| 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 | 8.577 | 12.885 | 67% |
| 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 | 1.64 | 1.77 | 93% |
| Returns for 1 year | 0.78 | 9.29 | 8% |
| Returns for 3 years | 32.66 | 42.75 | 76% |
| Returns for 5 years | 41.33 | 42.75 | 97% |
| Returns for 10 years | N/A | 78.59 | - |
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