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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$13.36
Change-$0.14 (-1.04%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
ALCBX vs BALFX Comparison Chart
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ALCBX vs. BALFX commentary
Nov 18, 2024
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 StrongBuy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. ALCBX (12.8M). 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). ALCBX (21.51) and BALFX (20.84) have marching annual gain over last year.
| 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 | 15.170 | 13.997 | 108% |
| 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 | 236B | 0% |
| Annual Yield % from dividends | 0.91 | 2.21 | 41% |
| Returns for 1 year | 21.51 | 20.84 | 103% |
| Returns for 3 years | 11.42 | 10.40 | 110% |
| Returns for 5 years | N/A | 34.76 | - |
| Returns for 10 years | 17.64 | 50.51 | 35% |
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