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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.40
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.71M
American Funds American Balanced F1
Price$36.39
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
ALPBX vs BALFX Comparison Chart in %
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ALPBX vs. BALFX commentary
Jun 27, 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: 248B vs. ALPBX (11.7M). BALFX (1.88) and ALPBX (1.81) have matching dividends . 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 : 7.34 vs. ALPBX (-1.36).
| 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 | 2.366 | 6.726 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 248B | 0% |
| Annual Yield % from dividends | 1.81 | 1.88 | 96% |
| Returns for 1 year | -1.36 | 7.34 | -19% |
| Returns for 3 years | 26.23 | 32.61 | 80% |
| Returns for 5 years | N/A | 42.58 | - |
| Returns for 10 years | N/A | 63.55 | - |
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