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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.24
Change-$0.10 (-0.81%)
VolumeN/A
Net Assets11.49M
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ALIBX vs BALFX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. ALIBX (11.5M). BALFX pays higher dividends than ALIBX: BALFX (1.88) vs ALIBX (1.64). 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 : 5.26 vs. ALIBX (-1.86).
| 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 | 0.972 | 4.438 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 244B | 0% |
| Annual Yield % from dividends | 1.64 | 1.88 | 87% |
| Returns for 1 year | -1.86 | 5.26 | -35% |
| Returns for 3 years | 27.07 | 32.52 | 83% |
| Returns for 5 years | N/A | 38.20 | - |
| Returns for 10 years | N/A | 57.60 | - |
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