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ALCBX vs BALCX
ALCBX vs BALCX Comparison
Open Charts ALCBX vs BALCX
ALPS/Smith Balanced Opportunity C
Price$13.11
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ALCBX vs BALCX Comparison Chart in %
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ALCBX vs. BALCX commentary
Oct 08, 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 Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ALCBX (12.8M). BALCX pays higher dividends than ALCBX: BALCX (1.12) vs ALCBX (1.03). 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 (0.88). BALCX return over 5 years is better than : 38.15 vs. ALCBX (34.60).
| 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 | 9.493 | 13.806 | 69% |
| Front Load | N/A | 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 | 1.03 | 1.12 | 92% |
| Returns for 1 year | 0.88 | 9.16 | 10% |
| Returns for 3 years | 36.65 | 48.04 | 76% |
| Returns for 5 years | 34.60 | 38.15 | 91% |
| Returns for 10 years | 16.41 | 68.87 | 24% |
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