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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$12.34
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets12.84M
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
ALCBX vs BALFX Comparison Chart
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ALCBX vs. BALFX commentary
Jan 19, 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: 240B vs. ALCBX (12.8M). 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 : 12.25 vs. ALCBX (6.65).
| 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 | 1.321 | 1.953 | 68% |
| 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 | 240B | 0% |
| Annual Yield % from dividends | 0.91 | 2.21 | 41% |
| Returns for 1 year | 6.65 | 12.25 | 54% |
| Returns for 3 years | 5.23 | 12.28 | 43% |
| Returns for 5 years | N/A | 29.72 | - |
| Returns for 10 years | 6.36 | 55.85 | 11% |