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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$12.38
Change-$0.15 (-1.20%)
VolumeN/A
Net Assets12.31M
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ALCBX vs BALFX Comparison Chart
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ALCBX vs. BALFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. ALCBX (12.3M). BALFX pays higher dividends than ALCBX: BALFX (2.21) vs ALCBX (0.91). ALCBX was incepted earlier than BALFX: ALCBX (4 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (74.00). 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 : 9.19 vs. ALCBX (2.95).
| ALCBX | BALFX | ALCBX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 2.256 | 2.886 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 242B | 0% |
| Annual Yield % from dividends | 0.91 | 2.21 | 41% |
| Returns for 1 year | 2.95 | 9.19 | 32% |
| Returns for 3 years | 10.35 | 17.52 | 59% |
| Returns for 5 years | N/A | 29.96 | - |
| Returns for 10 years | 8.43 | 52.44 | 16% |
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