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ABALX vs ALPBX
ABALX vs ALPBX Comparison
Open Charts ABALX vs ALPBX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ALPS/Smith Balanced Opportunity I
Price$12.60
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets12.21M
ABALX vs ALPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 252B vs. ALPBX (12.2M). ABALX pays higher dividends than ALPBX: ABALX (1.86) vs ALPBX (1.75). ABALX was incepted earlier than ALPBX: ABALX (50 years) vs ALPBX (5 years). ALPBX (2.17) is less costly to investors than ABALX (0.56). ALPBX is a more actively managed with annual turnover of: 131.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than ALPBX: ABALX (250) vs ALPBX (100000). ABALX annual gain was more profitable for investors over the last year : 7.89 vs. ALPBX (0.25).
| ABALX | ALPBX | ABALX / ALPBX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 2.17 | 26% |
| Fund Existence | 50 years | 5 years | - |
| Gain YTD | 8.070 | 4.523 | 178% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 12.2M | 2,065,574% |
| Annual Yield % from dividends | 1.86 | 1.75 | 106% |
| Returns for 1 year | 7.89 | 0.25 | 3,095% |
| Returns for 3 years | 35.19 | 30.28 | 116% |
| Returns for 5 years | 41.63 | N/A | - |
| Returns for 10 years | 65.55 | N/A | - |
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