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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$13.30
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ALPBX vs BALFX Comparison Chart in %
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ALPBX vs. BALFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. ALPBX (13M). BALFX pays higher dividends than ALPBX: BALFX (1.70) vs ALPBX (1.57). 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 : 9.94 vs. ALPBX (0.87). BALFX (41.19) and ALPBX (39.56) have equivalent 5 years return.
| 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 | 12.366 | 16.221 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 269B | 0% |
| Annual Yield % from dividends | 1.57 | 1.70 | 92% |
| Returns for 1 year | 0.87 | 9.94 | 9% |
| Returns for 3 years | 35.62 | 43.43 | 82% |
| Returns for 5 years | 39.56 | 41.19 | 96% |
| Returns for 10 years | N/A | 77.81 | - |
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