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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$11.79
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ALCBX vs BALFX Comparison Chart
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ALCBX vs. BALFX commentary
May 09, 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. ALCBX (11.3M). BALFX pays higher dividends than ALCBX: BALFX (1.95) vs ALCBX (0.88). ALCBX was incepted earlier than BALFX: ALCBX (5 years) vs BALFX (24 years). ALCBX (3.33) is less costly to investors than BALFX (0.61). ALCBX is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ALCBX: BALFX (250) vs ALCBX (2500). BALFX annual gain was more profitable for investors over the last year : 4.68 vs. ALCBX (-3.11).
| ALCBX | BALFX | ALCBX / BALFX | |
| Total Expense Ratio | 1.85 | 0.61 | 303% |
| Annual Report Gross Expense Ratio | 3.33 | 0.61 | 546% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -2.310 | 0.419 | -552% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 0.88 | 1.95 | 45% |
| Returns for 1 year | -3.11 | 4.68 | -66% |
| Returns for 3 years | 13.66 | 21.77 | 63% |
| Returns for 5 years | N/A | 36.57 | - |
| Returns for 10 years | 4.64 | 50.51 | 9% |
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