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ALIBX vs CLBCX
ALIBX vs CLBCX Comparison
Open Charts ALIBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.25
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.49M
American Funds American Balanced 529C
Price$35.66
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.69B
ALIBX vs CLBCX Comparison Chart in %
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ALIBX vs. CLBCX commentary
Jun 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 ALIBX is a Buy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 245B vs. ALIBX (11.5M). ALIBX pays higher dividends than CLBCX: ALIBX (1.64) vs CLBCX (1.18). 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 : 3.68 vs. ALIBX (-2.39).
| 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 | 1.137 | 4.155 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 245B | 0% |
| Annual Yield % from dividends | 1.64 | 1.18 | 138% |
| Returns for 1 year | -2.39 | 3.68 | -65% |
| Returns for 3 years | 28.93 | 32.24 | 90% |
| Returns for 5 years | N/A | 34.22 | - |
| Returns for 10 years | N/A | 57.15 | - |
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