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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.53
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALPBX vs BALFX Comparison Chart in %
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ALPBX vs. BALFX commentary
Dec 04, 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 ALPBX is a Hold and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. ALPBX (12.9M). BALFX (1.67) and ALPBX (1.59) have matching dividends . 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 : 9.26 vs. ALPBX (-0.49). BALFX return over 5 years is better than : 38.94 vs. ALPBX (36.65).
| 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 | 12.116 | 16.544 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 269B | 0% |
| Annual Yield % from dividends | 1.59 | 1.67 | 95% |
| Returns for 1 year | -0.49 | 9.26 | -5% |
| Returns for 3 years | 32.31 | 40.12 | 81% |
| Returns for 5 years | 36.65 | 38.94 | 94% |
| Returns for 10 years | N/A | 74.26 | - |
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