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ALABX vs CLBFX
ALABX vs CLBFX Comparison
Open Charts ALABX vs CLBFX
ALPS/Smith Balanced Opportunity A
Price$12.81
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ALABX vs CLBFX Comparison Chart in %
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ALABX vs. CLBFX 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. ALABX (12.1M). CLBFX pays higher dividends than ALABX: CLBFX (1.97) vs ALABX (1.53). ALABX was incepted earlier than CLBFX: ALABX (5 years) vs CLBFX (23 years). ALABX (2.63) is less costly to investors than CLBFX (0.67). ALABX is a more actively managed with annual turnover of: 131.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ALABX: CLBFX (250) vs ALABX (2500). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. ALABX (0.15).
| ALABX | CLBFX | ALABX / CLBFX | |
| Total Expense Ratio | 1.15 | 0.67 | 172% |
| Annual Report Gross Expense Ratio | 2.63 | 0.67 | 393% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.881 | 9.847 | 60% |
| 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 | 1.97 | 78% |
| Returns for 1 year | 0.15 | 8.11 | 2% |
| Returns for 3 years | 20.63 | 31.15 | 66% |
| Returns for 5 years | N/A | 40.98 | - |
| Returns for 10 years | 22.58 | 82.32 | 27% |
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