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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.04
Change-$0.18 (-1.36%)
VolumeN/A
Net Assets12.63M
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
ALIBX vs BALFX Comparison Chart in %
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ALIBX vs. BALFX commentary
Feb 05, 2026
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 ALIBX is a Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. ALIBX (12.6M). BALFX pays higher dividends than ALIBX: BALFX (1.86) vs ALIBX (1.60). ALIBX was incepted earlier than BALFX: ALIBX (5 years) vs BALFX (25 years). ALIBX (2.64) is less costly to investors than BALFX (0.61). ALIBX (44.00) and BALFX (44.00) have comparable annual turnover. 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 : 11.33 vs. ALIBX (5.43). BALFX return over 5 years is better than : 35.49 vs. ALIBX (26.26).
| 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 | 25 years | - |
| Gain YTD | 3.407 | 2.457 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 270B | 0% |
| Annual Yield % from dividends | 1.60 | 1.86 | 86% |
| Returns for 1 year | 5.43 | 11.33 | 48% |
| Returns for 3 years | 25.79 | 36.69 | 70% |
| Returns for 5 years | 26.26 | 35.49 | 74% |
| Returns for 10 years | N/A | 87.98 | - |
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