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ALABX vs BALCX
ALABX vs BALCX Comparison
Open Charts ALABX vs BALCX
ALPS/Smith Balanced Opportunity A
Price$13.25
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets12.78M
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
ALABX vs BALCX Comparison Chart in %
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ALABX vs. BALCX commentary
Oct 06, 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 Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ALABX (12.8M). ALABX pays higher dividends than BALCX: ALABX (1.55) vs BALCX (1.12). ALABX was incepted earlier than BALCX: ALABX (5 years) vs BALCX (25 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 : 9.03 vs. ALABX (1.48). ALABX (41.99) and BALCX (40.62) have equivalent 5 years return.
| 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 | 25 years | - |
| Gain YTD | 9.877 | 13.894 | 71% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 266B | 0% |
| Annual Yield % from dividends | 1.55 | 1.12 | 138% |
| Returns for 1 year | 1.48 | 9.03 | 16% |
| Returns for 3 years | 36.21 | 44.26 | 82% |
| Returns for 5 years | 41.99 | 40.62 | 103% |
| Returns for 10 years | 26.31 | 70.76 | 37% |
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