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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$11.48
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets11.21M
American Funds American Balanced F1
Price$33.32
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets227.57B
ALCBX vs BALFX Comparison Chart
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ALCBX vs. BALFX commentary
Apr 16, 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: 228B vs. ALCBX (11.2M). BALFX pays higher dividends than ALCBX: BALFX (1.95) vs ALCBX (0.87). ALCBX was incepted earlier than BALFX: ALCBX (5 years) vs BALFX (24 years). ALCBX (2.72) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (131.00). 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 : 2.64 vs. ALCBX (-5.71).
| ALCBX | BALFX | ALCBX / BALFX | |
| Total Expense Ratio | 1.86 | 0.62 | 300% |
| Annual Report Gross Expense Ratio | 2.72 | 0.62 | 439% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -5.594 | -2.564 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 228B | 0% |
| Annual Yield % from dividends | 0.87 | 1.95 | 44% |
| Returns for 1 year | -5.71 | 2.64 | -216% |
| Returns for 3 years | 1.55 | 11.20 | 14% |
| Returns for 5 years | N/A | 35.78 | - |
| Returns for 10 years | 0.03 | 46.86 | 0% |