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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+$0.02 (+0.15%)
VolumeN/A
Net Assets12.78M
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
ALABX vs CLBCX Comparison Chart in %
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ALABX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ALABX (12.8M). ALABX pays higher dividends than CLBCX: ALABX (1.55) vs CLBCX (0.98). 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 : 8.95 vs. ALABX (1.48). ALABX (41.99) and CLBCX (41.36) 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 | 9.877 | 13.764 | 72% |
| 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 | 0.98 | 158% |
| Returns for 1 year | 1.48 | 8.95 | 17% |
| Returns for 3 years | 36.21 | 44.55 | 81% |
| Returns for 5 years | 41.99 | 41.36 | 102% |
| Returns for 10 years | 26.31 | 77.29 | 34% |
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