Ad is loading...
ALIBX vs CLBCX
ALIBX vs CLBCX Comparison
Open Charts ALIBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.50
Change-$0.16 (-1.26%)
VolumeN/A
Net Assets12.31M
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ALIBX vs CLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALIBX vs. CLBCX commentary
Feb 23, 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 ALIBX is a Buy and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. ALIBX (12.3M). ALIBX (1.58) and CLBCX (1.52) have matching dividends . ALIBX was incepted earlier than CLBCX: ALIBX (4 years) vs CLBCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (74.00). CLBCX has a lower initial minimum investment than ALIBX: CLBCX (250) vs ALIBX (2500). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. ALIBX (4.05).
| ALIBX | CLBCX | ALIBX / CLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 2.378 | 2.768 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 242B | 0% |
| Annual Yield % from dividends | 1.58 | 1.52 | 104% |
| Returns for 1 year | 4.05 | 8.39 | 48% |
| Returns for 3 years | 13.27 | 16.44 | 81% |
| Returns for 5 years | N/A | 26.92 | - |
| Returns for 10 years | N/A | 53.37 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...