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ALPBX vs BALFX
ALPBX vs BALFX Comparison
Open Charts ALPBX vs BALFX
ALPS/Smith Balanced Opportunity I
Price$12.98
Change-$0.19 (-1.44%)
VolumeN/A
Net Assets12.63M
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
ALPBX vs BALFX Comparison Chart in %
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ALPBX vs. BALFX commentary
Feb 05, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. ALPBX (12.6M). BALFX pays higher dividends than ALPBX: BALFX (1.86) vs ALPBX (1.53). 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 (44.00) and BALFX (44.00) have comparable annual turnover. 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 : 11.33 vs. ALPBX (5.37). BALFX return over 5 years is better than : 35.49 vs. ALPBX (26.98).
| 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 | 3.429 | 2.457 | 140% |
| 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 | 1.53 | 1.86 | 82% |
| Returns for 1 year | 5.37 | 11.33 | 47% |
| Returns for 3 years | 25.89 | 36.69 | 71% |
| Returns for 5 years | 26.98 | 35.49 | 76% |
| Returns for 10 years | N/A | 87.98 | - |
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