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ABALX vs ALABX
ABALX vs ALABX Comparison
Open Charts ABALX vs ALABX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
ALPS/Smith Balanced Opportunity A
Price$12.26
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets11.49M
ABALX vs ALABX Comparison Chart
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ABALX vs. ALABX commentary
Jun 16, 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 ABALX is a Buy and ALABX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. ALABX (11.5M). ABALX pays higher dividends than ALABX: ABALX (1.94) vs ALABX (1.59). ABALX was incepted earlier than ALABX: ABALX (50 years) vs ALABX (5 years). ALABX (2.63) is less costly to investors than ABALX (0.56). ALABX is a more actively managed with annual turnover of: 131.00 vs. ABALX (44.00). ABALX initial investment is less costly to investors than ALABX (3%) vs ALABX (3%). ABALX has a lower initial minimum investment than ALABX: ABALX (250) vs ALABX (2500). ABALX annual gain was more profitable for investors over the last year : 5.32 vs. ALABX (-1.75).
| ABALX | ALABX | ABALX / ALABX | |
| Total Expense Ratio | 0.56 | 1.15 | 49% |
| Annual Report Gross Expense Ratio | 0.56 | 2.63 | 21% |
| Fund Existence | 50 years | 5 years | - |
| Gain YTD | 4.436 | 1.095 | 405% |
| Front Load | 6% | 3% | 177% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 11.5M | 2,121,739% |
| Annual Yield % from dividends | 1.94 | 1.59 | 122% |
| Returns for 1 year | 5.32 | -1.75 | -304% |
| Returns for 3 years | 32.72 | 27.16 | 120% |
| Returns for 5 years | 38.50 | N/A | - |
| Returns for 10 years | 58.12 | 17.66 | 329% |
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