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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.22
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
ALPBX vs BALFX Comparison Chart in %
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ALPBX 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 ALPBX is a Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ALPBX (12.8M). BALFX pays higher dividends than ALPBX: BALFX (1.70) vs ALPBX (1.57). ALPBX was incepted earlier than BALFX: ALPBX (5 years) vs BALFX (25 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 : 8.95 vs. ALPBX (-0.64). BALFX return over 5 years is better than : 38.60 vs. ALPBX (36.37).
| 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 | 25 years | - |
| Gain YTD | 9.782 | 14.015 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 1.70 | 92% |
| Returns for 1 year | -0.64 | 8.95 | -7% |
| Returns for 3 years | 32.77 | 40.90 | 80% |
| Returns for 5 years | 36.37 | 38.60 | 94% |
| Returns for 10 years | N/A | 70.89 | - |
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