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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.43
Change-$0.14 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
ALPBX vs BALFX Comparison Chart
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ALPBX vs. BALFX commentary
Nov 18, 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: 236B vs. ALPBX (12.8M). 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). ALPBX annual gain was more profitable for investors over the last year : 22.72 vs. BALFX (20.84).
| 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 | 16.149 | 13.997 | 115% |
| 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 | 236B | 0% |
| Annual Yield % from dividends | 1.81 | 2.21 | 82% |
| Returns for 1 year | 22.72 | 20.84 | 109% |
| Returns for 3 years | 14.83 | 10.40 | 143% |
| Returns for 5 years | N/A | 34.76 | - |
| Returns for 10 years | N/A | 50.51 | - |
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