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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.60
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
ALPBX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. ALPBX (12.2M). BALFX (1.81) and ALPBX (1.75) have matching dividends . ALPBX was incepted earlier than BALFX: ALPBX (5 years) vs BALFX (24 years). ALPBX (2.17) is less costly to investors than BALFX (0.61). ALPBX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALPBX: BALFX (250) vs ALPBX (100000). BALFX annual gain was more profitable for investors over the last year : 7.83 vs. ALPBX (0.25).
| ALPBX | BALFX | ALPBX / BALFX | |
| Total Expense Ratio | 0.85 | 0.61 | 139% |
| Annual Report Gross Expense Ratio | 2.17 | 0.61 | 356% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.523 | 8.075 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 252B | 0% |
| Annual Yield % from dividends | 1.75 | 1.81 | 97% |
| Returns for 1 year | 0.25 | 7.83 | 3% |
| Returns for 3 years | 30.28 | 35.03 | 86% |
| Returns for 5 years | N/A | 41.29 | - |
| Returns for 10 years | N/A | 64.94 | - |