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ABALX vs ALPBX
ABALX vs ALPBX Comparison
Open Charts ABALX vs ALPBX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
ALPS/Smith Balanced Opportunity I
Price$13.05
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
ABALX vs ALPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 262B vs. ALPBX (12.7M). ABALX pays higher dividends than ALPBX: ABALX (1.82) vs ALPBX (1.69). 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 : 8.13 vs. ALPBX (-0.70). ABALX (44.70) and ALPBX (42.86) have equivalent 5 years return.
| 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 | 13.169 | 8.685 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 12.7M | 2,062,992% |
| Annual Yield % from dividends | 1.82 | 1.69 | 108% |
| Returns for 1 year | 8.13 | -0.70 | -1,169% |
| Returns for 3 years | 51.49 | 39.65 | 130% |
| Returns for 5 years | 44.70 | 42.86 | 104% |
| Returns for 10 years | 83.17 | N/A | - |
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