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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$12.39
Change-$0.05 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
ALCBX vs BALFX Comparison Chart
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ALCBX vs. BALFX commentary
Dec 19, 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 Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. ALCBX (12.9M). 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 : 12.54 vs. ALCBX (7.83).
| 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 | 7.278 | 11.522 | 63% |
| 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 | 241B | 0% |
| Annual Yield % from dividends | 0.91 | 2.21 | 41% |
| Returns for 1 year | 7.83 | 12.54 | 62% |
| Returns for 3 years | 5.60 | 11.70 | 48% |
| Returns for 5 years | N/A | 32.57 | - |
| Returns for 10 years | 9.15 | 46.34 | 20% |
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