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ALCBX vs BALCX
ALCBX vs BALCX Comparison
Open Charts ALCBX vs BALCX
ALPS/Smith Balanced Opportunity C
Price$12.62
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets12.19M
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
ALCBX vs BALCX Comparison Chart in %
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ALCBX vs. BALCX commentary
Aug 10, 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 Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. ALCBX (12.2M). BALCX pays higher dividends than ALCBX: BALCX (1.18) vs ALCBX (0.92). ALCBX was incepted earlier than BALCX: ALCBX (5 years) vs BALCX (24 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 : 9.31 vs. ALCBX (1.43).
| 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 | 24 years | - |
| Gain YTD | 4.854 | 8.450 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 254B | 0% |
| Annual Yield % from dividends | 0.92 | 1.18 | 78% |
| Returns for 1 year | 1.43 | 9.31 | 15% |
| Returns for 3 years | 20.00 | 29.24 | 68% |
| Returns for 5 years | N/A | 32.91 | - |
| Returns for 10 years | 12.10 | 57.99 | 21% |