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ALIBX vs BALFX
ALIBX vs BALFX Comparison
Open Charts ALIBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.22
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ALIBX vs BALFX Comparison Chart in %
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ALIBX vs. BALFX commentary
Oct 19, 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 ALIBX is a Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. ALIBX (12.8M). BALFX pays higher dividends than ALIBX: BALFX (1.72) vs ALIBX (1.62). 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 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 : 8.67 vs. ALIBX (-0.46). BALFX return over 5 years is better than : 41.92 vs. ALIBX (38.32).
| 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 | 9.708 | 14.603 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 266B | 0% |
| Annual Yield % from dividends | 1.62 | 1.72 | 94% |
| Returns for 1 year | -0.46 | 8.67 | -5% |
| Returns for 3 years | 38.64 | 50.44 | 77% |
| Returns for 5 years | 38.32 | 41.92 | 91% |
| Returns for 10 years | N/A | 75.26 | - |
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