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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-$0.05 (-0.38%)
VolumeN/A
Net Assets12.88M
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
ALCBX vs BALCX Comparison Chart in %
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ALCBX vs. BALCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. ALCBX (12.9M). BALCX (1.10) and ALCBX (1.05) have matching dividends . 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 : 8.00 vs. ALCBX (-0.51). BALCX return over 5 years is better than : 33.87 vs. ALCBX (30.41).
| 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 | 9.757 | 13.040 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 264B | 0% |
| Annual Yield % from dividends | 1.05 | 1.10 | 95% |
| Returns for 1 year | -0.51 | 8.00 | -6% |
| Returns for 3 years | 29.96 | 37.81 | 79% |
| Returns for 5 years | 30.41 | 33.87 | 90% |
| Returns for 10 years | 16.39 | 63.16 | 26% |
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