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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets11.05M
American Funds American Balanced F1
Price$33.09
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
ALPBX vs BALFX Comparison Chart
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ALPBX vs. BALFX commentary
Apr 12, 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: 224B vs. ALPBX (11M). BALFX pays higher dividends than ALPBX: BALFX (1.95) vs ALPBX (1.85). ALPBX was incepted earlier than BALFX: ALPBX (5 years) vs BALFX (24 years). ALPBX (1.84) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (131.00). 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 : 0.87 vs. ALPBX (-6.55).
| ALPBX | BALFX | ALPBX / BALFX | |
| Total Expense Ratio | 0.86 | 0.62 | 139% |
| Annual Report Gross Expense Ratio | 1.84 | 0.62 | 297% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -6.238 | -3.237 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 224B | 0% |
| Annual Yield % from dividends | 1.85 | 1.95 | 95% |
| Returns for 1 year | -6.55 | 0.87 | -755% |
| Returns for 3 years | 3.98 | 10.30 | 39% |
| Returns for 5 years | N/A | 35.20 | - |
| Returns for 10 years | N/A | 45.49 | - |