Interact to see
Advertisement
Advertisement
ALIBX vs CLBCX
ALIBX vs CLBCX Comparison
Open Charts ALIBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.76
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.17M
American Funds American Balanced 529C
Price$37.01
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
ALIBX vs CLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALIBX vs. CLBCX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. ALIBX (12.2M). ALIBX pays higher dividends than CLBCX: ALIBX (1.58) vs CLBCX (1.12). ALIBX was incepted earlier than CLBCX: ALIBX (5 years) vs CLBCX (23 years). ALIBX (2.64) is less costly to investors than CLBCX (1.35). ALIBX is a more actively managed with annual turnover of: 131.00 vs. CLBCX (44.00). 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 : 9.97 vs. ALIBX (3.31).
| ALIBX | CLBCX | ALIBX / CLBCX | |
| Total Expense Ratio | 1.15 | 1.35 | 85% |
| Annual Report Gross Expense Ratio | 2.64 | 1.35 | 196% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.265 | 8.098 | 65% |
| 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 | 252B | 0% |
| Annual Yield % from dividends | 1.58 | 1.12 | 140% |
| Returns for 1 year | 3.31 | 9.97 | 33% |
| Returns for 3 years | 22.85 | 29.25 | 78% |
| Returns for 5 years | N/A | 33.32 | - |
| Returns for 10 years | N/A | 64.42 | - |