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ALABX vs BALCX
ALABX vs BALCX Comparison
Open Charts ALABX vs BALCX
ALPS/Smith Balanced Opportunity A
Price$12.92
Change-$0.12 (-0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced C
Price$34.51
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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ALABX vs BALCX Comparison Chart
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ALABX vs. BALCX commentary
Sep 08, 2024
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 ALABX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 228B vs. ALABX (13.1M). BALCX (1.59) and ALABX (1.55) have matching dividends . ALABX was incepted earlier than BALCX: ALABX (4 years) vs BALCX (24 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. ALABX (74.00). BALCX has a lower initial minimum investment than ALABX: BALCX (250) vs ALABX (2500). ALABX annual gain was more profitable for investors over the last year : 19.53 vs. BALCX (17.98).
| ALABX | BALCX | ALABX / BALCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 12.356 | 10.369 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 228B | 0% |
| Annual Yield % from dividends | 1.55 | 1.59 | 97% |
| Returns for 1 year | 19.53 | 17.98 | 109% |
| Returns for 3 years | 11.71 | 7.26 | 161% |
| Returns for 5 years | N/A | 31.57 | - |
| Returns for 10 years | 23.70 | 43.05 | 55% |
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