Interact to see
Advertisement
Advertisement
ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.83
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets12.62M
American Funds American Balanced F1
Price$38.36
Change+$0.34 (+0.89%)
VolumeN/A
Net Assets269.72B
ALPBX vs BALFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALPBX vs. BALFX commentary
Jan 11, 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 ALPBX is a Hold and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. ALPBX (12.6M). BALFX pays higher dividends than ALPBX: BALFX (1.91) vs ALPBX (1.60). ALPBX was incepted earlier than BALFX: ALPBX (5 years) vs BALFX (25 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 : 13.43 vs. ALPBX (6.31). BALFX return over 5 years is better than : 36.12 vs. ALPBX (26.15).
| 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 | 25 years | - |
| Gain YTD | 2.150 | 2.430 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 270B | 0% |
| Annual Yield % from dividends | 1.60 | 1.91 | 84% |
| Returns for 1 year | 6.31 | 13.43 | 47% |
| Returns for 3 years | 29.39 | 39.97 | 74% |
| Returns for 5 years | 26.15 | 36.12 | 72% |
| Returns for 10 years | N/A | 85.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| FARM.X | 19.089691 | 0.164284 | +0.87% |
| Harvest Finance cryptocurrency | |||
| FET.X | 0.285353 | 0.000072 | +0.03% |
| Artificial Superintelligence Alliance cryptocurrency | |||
| NBS.X | 0.000061 | N/A | -0.29% |
| New BitShares cryptocurrency | |||
| BAL.X | 0.541271 | -0.002559 | -0.47% |
| Balancer cryptocurrency | |||
| HOT.X | 0.000533 | -0.000008 | -1.44% |
| Holo cryptocurrency | |||