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ALABX vs CLBCX
ALABX vs CLBCX Comparison
Open Charts ALABX vs CLBCX
ALPS/Smith Balanced Opportunity A
Price$13.25
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets12.88M
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
ALABX vs CLBCX Comparison Chart in %
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ALABX vs. CLBCX commentary
Nov 20, 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. ALABX (12.9M). ALABX pays higher dividends than CLBCX: ALABX (1.50) vs CLBCX (1.04). ALABX was incepted earlier than CLBCX: ALABX (5 years) vs CLBCX (24 years). ALABX (2.63) is less costly to investors than CLBCX (1.35). ALABX is a more actively managed with annual turnover of: 131.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than ALABX: CLBCX (250) vs ALABX (2500). CLBCX annual gain was more profitable for investors over the last year : 7.99 vs. ALABX (0.19). ALABX (35.70) and CLBCX (34.64) have equivalent 5 years return.
| ALABX | CLBCX | ALABX / CLBCX | |
| Total Expense Ratio | 1.15 | 1.35 | 85% |
| Annual Report Gross Expense Ratio | 2.63 | 1.35 | 195% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 10.392 | 12.947 | 80% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 264B | 0% |
| Annual Yield % from dividends | 1.50 | 1.04 | 145% |
| Returns for 1 year | 0.19 | 7.99 | 2% |
| Returns for 3 years | 33.24 | 38.12 | 87% |
| Returns for 5 years | 35.70 | 34.64 | 103% |
| Returns for 10 years | 27.15 | 69.55 | 39% |