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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.35
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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ALIBX vs BALFX Comparison Chart
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ALIBX vs. BALFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. ALIBX (13.4M). BALFX pays higher dividends than ALIBX: BALFX (2.21) vs ALIBX (1.58). ALIBX was incepted earlier than BALFX: ALIBX (4 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (74.00). BALFX has a lower initial minimum investment than ALIBX: BALFX (250) vs ALIBX (2500). ALIBX (25.10) and BALFX (24.37) have marching annual gain over last year.
| ALIBX | BALFX | ALIBX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 15.037 | 13.997 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 236B | 0% |
| Annual Yield % from dividends | 1.58 | 2.21 | 71% |
| Returns for 1 year | 25.10 | 24.37 | 103% |
| Returns for 3 years | 17.11 | 14.75 | 116% |
| Returns for 5 years | N/A | 38.99 | - |
| Returns for 10 years | N/A | 53.86 | - |
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