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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.20
Change-$0.26 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
ALPBX vs BALFX Comparison Chart
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ALPBX vs. BALFX commentary
Dec 19, 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 ALPBX is a Buy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. ALPBX (12.9M). BALFX pays higher dividends than ALPBX: BALFX (2.21) vs ALPBX (1.81). ALPBX was incepted earlier than BALFX: ALPBX (4 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (74.00). 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 : 12.54 vs. ALPBX (8.97).
| ALPBX | BALFX | ALPBX / 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 | 8.321 | 11.522 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 241B | 0% |
| Annual Yield % from dividends | 1.81 | 2.21 | 82% |
| Returns for 1 year | 8.97 | 12.54 | 71% |
| Returns for 3 years | 8.81 | 11.70 | 75% |
| Returns for 5 years | N/A | 32.57 | - |
| Returns for 10 years | N/A | 46.34 | - |
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