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ALABX vs BALFX
ALABX vs BALFX Comparison
Open Charts ALABX vs BALFX
ALPS/Smith Balanced Opportunity A
Price$13.38
Change-$0.17 (-1.25%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ALABX vs BALFX Comparison Chart in %
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ALABX vs. BALFX commentary
Nov 14, 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 Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. ALABX (13M). BALFX pays higher dividends than ALABX: BALFX (1.70) vs ALABX (1.50). 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 : 9.94 vs. ALABX (1.02). BALFX return over 5 years is better than : 41.19 vs. ALABX (38.72).
| 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 | 12.467 | 16.221 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 269B | 0% |
| Annual Yield % from dividends | 1.50 | 1.70 | 89% |
| Returns for 1 year | 1.02 | 9.94 | 10% |
| Returns for 3 years | 35.44 | 43.43 | 82% |
| Returns for 5 years | 38.72 | 41.19 | 94% |
| Returns for 10 years | 29.67 | 77.81 | 38% |
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