ALIBX
Price
$11.70
Change
+$0.13 (+1.12%)
Updated
Apr 24 closing price
Net Assets
11.03M
CLBCX
Price
$33.67
Change
+$0.43 (+1.29%)
Updated
Apr 24 closing price
Net Assets
226.9B
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ALIBX vs CLBCX

Header iconALIBX vs CLBCX Comparison
Open Charts ALIBX vs CLBCXBanner chart's image
ALPS/Smith Balanced Opportunity I
Price$11.70
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets11.03M
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ALIBX vs CLBCX Comparison Chart
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ALIBX vs. CLBCX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. ALIBX (11M). 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 : 0.88 vs. ALIBX (-4.78).
ALIBXCLBCXALIBX / CLBCX
Total Expense Ratio1.161.3785%
Annual Report Gross Expense Ratio2.001.37146%
Fund Existence5 years23 years-
Gain YTD-5.885-4.049145%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11M227B0%
Annual Yield % from dividends1.631.22134%
Returns for 1 year-4.780.88-544%
Returns for 3 years6.5210.6361%
Returns for 5 yearsN/A29.36-
Returns for 10 yearsN/A43.49-
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