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ABALX vs ALIBX
ABALX vs ALIBX Comparison
Open Charts ABALX vs ALIBX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
ALPS/Smith Balanced Opportunity I
Price$12.24
Change-$0.10 (-0.81%)
VolumeN/A
Net Assets11.49M
ABALX vs ALIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. ALIBX (11.5M). ABALX pays higher dividends than ALIBX: ABALX (1.94) vs ALIBX (1.64). ABALX was incepted earlier than ALIBX: ABALX (50 years) vs ALIBX (5 years). ALIBX (2.64) is less costly to investors than ABALX (0.56). ALIBX is a more actively managed with annual turnover of: 131.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than ALIBX: ABALX (250) vs ALIBX (2500). ABALX annual gain was more profitable for investors over the last year : 5.32 vs. ALIBX (-1.86).
| ABALX | ALIBX | ABALX / ALIBX | |
| Total Expense Ratio | 0.56 | 1.15 | 49% |
| Annual Report Gross Expense Ratio | 0.56 | 2.64 | 21% |
| Fund Existence | 50 years | 5 years | - |
| Gain YTD | 4.436 | 0.972 | 456% |
| Front Load | 6% | N/A | - |
| 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 | 1.64 | 118% |
| Returns for 1 year | 5.32 | -1.86 | -286% |
| Returns for 3 years | 32.72 | 27.07 | 121% |
| Returns for 5 years | 38.50 | N/A | - |
| Returns for 10 years | 58.12 | N/A | - |
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