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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.65
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets12.21M
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ALIBX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. ALIBX (12.2M). BALFX pays higher dividends than ALIBX: BALFX (1.81) vs ALIBX (1.61). ALIBX was incepted earlier than BALFX: ALIBX (5 years) vs BALFX (24 years). ALIBX (2.64) is less costly to investors than BALFX (0.61). ALIBX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALIBX: BALFX (250) vs ALIBX (2500). BALFX annual gain was more profitable for investors over the last year : 7.83 vs. ALIBX (0.42).
| ALIBX | BALFX | ALIBX / BALFX | |
| Total Expense Ratio | 1.15 | 0.61 | 189% |
| Annual Report Gross Expense Ratio | 2.64 | 0.61 | 433% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.501 | 8.075 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 252B | 0% |
| Annual Yield % from dividends | 1.61 | 1.81 | 89% |
| Returns for 1 year | 0.42 | 7.83 | 5% |
| Returns for 3 years | 29.91 | 35.03 | 85% |
| Returns for 5 years | N/A | 41.29 | - |
| Returns for 10 years | N/A | 64.94 | - |
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