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ALIBX vs CLBCX
ALIBX vs CLBCX Comparison
Open Charts ALIBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$11.73
Change-$0.33 (-2.74%)
VolumeN/A
Net Assets12.14M
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
ALIBX vs CLBCX Comparison Chart
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ALIBX vs. CLBCX commentary
Apr 04, 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: 235B vs. ALIBX (12.1M). ALIBX pays higher dividends than CLBCX: ALIBX (1.63) vs CLBCX (1.22). ALIBX was incepted earlier than CLBCX: ALIBX (5 years) vs CLBCX (23 years). ALIBX (2.00) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (131.00). 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 : 0.61 vs. ALIBX (-1.56).
| ALIBX | CLBCX | ALIBX / CLBCX | |
| Total Expense Ratio | 1.16 | 1.37 | 85% |
| Annual Report Gross Expense Ratio | 2.00 | 1.37 | 146% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.871 | -2.356 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 235B | 0% |
| Annual Yield % from dividends | 1.63 | 1.22 | 134% |
| Returns for 1 year | -1.56 | 0.61 | -254% |
| Returns for 3 years | 6.71 | 7.83 | 86% |
| Returns for 5 years | N/A | 42.55 | - |
| Returns for 10 years | N/A | 48.08 | - |
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