Ad is loading...
ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$13.27
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ALCBX vs BALFX Comparison Chart
Loading...
ALCBX vs. BALFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. ALCBX (13.4M). 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 (24.37) and ALCBX (24.21) have marching annual gain over last year. BALFX return over 5 years is better than : 38.99 vs. ALCBX (18.03).
| 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 | 14.453 | 13.997 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 236B | 0% |
| Annual Yield % from dividends | 0.91 | 2.21 | 41% |
| Returns for 1 year | 24.21 | 24.37 | 99% |
| Returns for 3 years | 14.56 | 14.75 | 99% |
| Returns for 5 years | 18.03 | 38.99 | 46% |
| Returns for 10 years | 17.64 | 53.86 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BISRX | 19.54 | N/A | N/A |
| Brandes International Small Cap EquityR6 | |||
| NBNGX | 23.89 | -0.07 | -0.29% |
| Sit Mid Cap Growth | |||
| ACMVX | 17.00 | -0.10 | -0.58% |
| American Century Mid Cap Value Inv | |||
| PZVIX | 12.38 | -0.09 | -0.72% |
| Pzena International Small Cap Value Inv | |||
| FAPCX | 17.36 | -0.16 | -0.91% |
| Fidelity Intl Cptl Apprec K6 | |||