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ALABX vs BALCX
ALABX vs BALCX Comparison
Open Charts ALABX vs BALCX
ALPS/Smith Balanced Opportunity A
Price$12.81
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
ALABX vs BALCX Comparison Chart in %
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ALABX vs. BALCX commentary
Aug 17, 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 ALABX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. ALABX (12.1M). ALABX pays higher dividends than BALCX: ALABX (1.53) vs BALCX (1.18). ALABX was incepted earlier than BALCX: ALABX (5 years) vs BALCX (24 years). ALABX (2.63) is less costly to investors than BALCX (1.31). ALABX is a more actively managed with annual turnover of: 131.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ALABX: BALCX (250) vs ALABX (2500). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. ALABX (0.15).
| ALABX | BALCX | ALABX / BALCX | |
| Total Expense Ratio | 1.15 | 1.31 | 88% |
| Annual Report Gross Expense Ratio | 2.63 | 1.31 | 201% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.881 | 9.274 | 63% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 256B | 0% |
| Annual Yield % from dividends | 1.53 | 1.18 | 130% |
| Returns for 1 year | 0.15 | 7.16 | 2% |
| Returns for 3 years | 20.63 | 27.12 | 76% |
| Returns for 5 years | N/A | 33.87 | - |
| Returns for 10 years | 22.58 | 59.19 | 38% |