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ABALX vs ALIBX
ABALX vs ALIBX Comparison
Open Charts ABALX vs ALIBX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
ALPS/Smith Balanced Opportunity I
Price$13.10
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
ABALX vs ALIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 262B vs. ALIBX (12.7M). ABALX pays higher dividends than ALIBX: ABALX (1.82) 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 : 8.13 vs. ALIBX (-0.41). ABALX return over 5 years is better than : 44.70 vs. ALIBX (41.80).
| 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 | 13.169 | 8.712 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 12.7M | 2,062,992% |
| Annual Yield % from dividends | 1.82 | 1.64 | 111% |
| Returns for 1 year | 8.13 | -0.41 | -1,979% |
| Returns for 3 years | 51.49 | 39.39 | 131% |
| Returns for 5 years | 44.70 | 41.80 | 107% |
| Returns for 10 years | 83.17 | N/A | - |
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