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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$13.11
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced F1
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ALCBX vs BALFX Comparison Chart in %
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ALCBX vs. BALFX commentary
Oct 08, 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 Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. ALCBX (12.8M). BALFX pays higher dividends than ALCBX: BALFX (1.72) vs ALCBX (1.03). ALCBX was incepted earlier than BALFX: ALCBX (5 years) vs BALFX (25 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 : 9.95 vs. ALCBX (0.88). BALFX return over 5 years is better than : 42.29 vs. ALCBX (34.60).
| 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 | 25 years | - |
| Gain YTD | 9.493 | 14.398 | 66% |
| 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 | 266B | 0% |
| Annual Yield % from dividends | 1.03 | 1.72 | 60% |
| Returns for 1 year | 0.88 | 9.95 | 9% |
| Returns for 3 years | 36.65 | 51.00 | 72% |
| Returns for 5 years | 34.60 | 42.29 | 82% |
| Returns for 10 years | 16.41 | 76.38 | 21% |
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