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ABALX vs ALABX
ABALX vs ALABX Comparison
Open Charts ABALX vs ALABX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
ALPS/Smith Balanced Opportunity A
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
ABALX vs ALABX Comparison Chart in %
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ABALX vs. ALABX commentary
Sep 29, 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 Hold and ALABX is a Hold.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 263B vs. ALABX (12.7M). ABALX pays higher dividends than ALABX: ABALX (1.82) vs ALABX (1.57). 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 : 8.13 vs. ALABX (-0.34). ABALX return over 5 years is better than : 44.70 vs. ALABX (41.88).
| 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 | 13.169 | 8.799 | 150% |
| Front Load | 6% | 3% | 177% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 12.7M | 2,070,866% |
| Annual Yield % from dividends | 1.82 | 1.57 | 116% |
| Returns for 1 year | 8.13 | -0.34 | -2,393% |
| Returns for 3 years | 51.49 | 39.44 | 131% |
| Returns for 5 years | 44.70 | 41.88 | 107% |
| Returns for 10 years | 83.17 | 25.19 | 330% |
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