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ALCBX vs BALCX
ALCBX vs BALCX Comparison
Open Charts ALCBX vs BALCX
ALPS/Smith Balanced Opportunity C
Price$12.98
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets12.73M
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
ALCBX vs BALCX Comparison Chart in %
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ALCBX vs. BALCX commentary
Sep 16, 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 ALCBX is a StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. ALCBX (12.7M). BALCX pays higher dividends than ALCBX: BALCX (1.16) vs ALCBX (0.99). ALCBX was incepted earlier than BALCX: ALCBX (5 years) vs BALCX (25 years). ALCBX (3.33) is less costly to investors than BALCX (1.31). ALCBX is a more actively managed with annual turnover of: 131.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ALCBX: BALCX (250) vs ALCBX (2500). BALCX annual gain was more profitable for investors over the last year : 9.16 vs. ALCBX (-0.43). BALCX return over 5 years is better than : 37.96 vs. ALCBX (33.71).
| ALCBX | BALCX | ALCBX / BALCX | |
| Total Expense Ratio | 1.85 | 1.31 | 141% |
| Annual Report Gross Expense Ratio | 3.33 | 1.31 | 254% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 7.688 | 12.867 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 263B | 0% |
| Annual Yield % from dividends | 0.99 | 1.16 | 85% |
| Returns for 1 year | -0.43 | 9.16 | -5% |
| Returns for 3 years | 28.91 | 40.62 | 71% |
| Returns for 5 years | 33.71 | 37.96 | 89% |
| Returns for 10 years | 14.95 | 71.72 | 21% |
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