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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets11.57M
American Funds American Balanced F1
Price$35.59
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
ALCBX vs BALFX Comparison Chart in %
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ALCBX vs. BALFX commentary
Jun 21, 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: 245B vs. ALCBX (11.6M). BALFX pays higher dividends than ALCBX: BALFX (1.88) vs ALCBX (0.85). 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 : 4.50 vs. ALCBX (-3.55).
| 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 | 0.558 | 4.380 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 245B | 0% |
| Annual Yield % from dividends | 0.85 | 1.88 | 45% |
| Returns for 1 year | -3.55 | 4.50 | -79% |
| Returns for 3 years | 23.53 | 32.21 | 73% |
| Returns for 5 years | N/A | 37.29 | - |
| Returns for 10 years | 8.23 | 56.88 | 14% |
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