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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced F1
Price$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
ALABX vs BALFX Comparison Chart in %
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ALABX vs. BALFX 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 ALABX is a Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ALABX (12.7M). BALFX pays higher dividends than ALABX: BALFX (1.77) vs ALABX (1.57). ALABX was incepted earlier than BALFX: ALABX (5 years) vs BALFX (25 years). ALABX (2.63) is less costly to investors than BALFX (0.61). ALABX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALABX: BALFX (250) vs ALABX (2500). BALFX annual gain was more profitable for investors over the last year : 8.08 vs. ALABX (-0.34). BALFX return over 5 years is better than : 44.31 vs. ALABX (41.88).
| ALABX | BALFX | ALABX / BALFX | |
| Total Expense Ratio | 1.15 | 0.61 | 189% |
| Annual Report Gross Expense Ratio | 2.63 | 0.61 | 431% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 8.799 | 13.133 | 67% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 1.77 | 89% |
| Returns for 1 year | -0.34 | 8.08 | -4% |
| Returns for 3 years | 39.44 | 51.22 | 77% |
| Returns for 5 years | 41.88 | 44.31 | 95% |
| Returns for 10 years | 25.19 | 82.52 | 31% |
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