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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$12.62
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets12.19M
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets253.84B
ALCBX vs BALFX Comparison Chart in %
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ALCBX vs. BALFX commentary
Aug 10, 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: 254B vs. ALCBX (12.2M). BALFX pays higher dividends than ALCBX: BALFX (1.79) vs ALCBX (0.92). 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 : 10.13 vs. ALCBX (1.43).
| 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 | 4.854 | 8.925 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 254B | 0% |
| Annual Yield % from dividends | 0.92 | 1.79 | 51% |
| Returns for 1 year | 1.43 | 10.13 | 14% |
| Returns for 3 years | 20.00 | 31.69 | 63% |
| Returns for 5 years | N/A | 36.92 | - |
| Returns for 10 years | 12.10 | 64.83 | 19% |
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