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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.65
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets12.2M
American Funds American Balanced F1
Price$37.01
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
ALPBX vs BALFX Comparison Chart in %
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ALPBX vs. BALFX commentary
Aug 08, 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 ALPBX is a Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. ALPBX (12.2M). BALFX pays higher dividends than ALPBX: BALFX (1.79) vs ALPBX (1.70). ALPBX was incepted earlier than BALFX: ALPBX (5 years) vs BALFX (24 years). ALPBX (2.17) is less costly to investors than BALFX (0.61). ALPBX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALPBX: BALFX (250) vs ALPBX (100000). BALFX annual gain was more profitable for investors over the last year : 11.36 vs. ALPBX (3.70).
| ALPBX | BALFX | ALPBX / BALFX | |
| Total Expense Ratio | 0.85 | 0.61 | 139% |
| Annual Report Gross Expense Ratio | 2.17 | 0.61 | 356% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.461 | 8.544 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 253B | 0% |
| Annual Yield % from dividends | 1.70 | 1.79 | 95% |
| Returns for 1 year | 3.70 | 11.36 | 33% |
| Returns for 3 years | 23.25 | 30.84 | 75% |
| Returns for 5 years | N/A | 36.44 | - |
| Returns for 10 years | N/A | 63.47 | - |