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ALPBX vs BALCX
ALPBX vs BALCX Comparison
Open Charts ALPBX vs BALCX
ALPS/Smith Balanced Opportunity I
Price$12.79
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets12.45M
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
ALPBX vs BALCX Comparison Chart in %
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ALPBX vs. BALCX commentary
Sep 01, 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 ALPBX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. ALPBX (12.5M). ALPBX pays higher dividends than BALCX: ALPBX (1.69) vs BALCX (1.16). ALPBX was incepted earlier than BALCX: ALPBX (5 years) vs BALCX (24 years). ALPBX (2.17) is less costly to investors than BALCX (1.31). ALPBX is a more actively managed with annual turnover of: 131.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ALPBX: BALCX (250) vs ALPBX (100000). BALCX annual gain was more profitable for investors over the last year : 6.89 vs. ALPBX (-0.74).
| ALPBX | BALCX | ALPBX / BALCX | |
| Total Expense Ratio | 0.85 | 1.31 | 65% |
| Annual Report Gross Expense Ratio | 2.17 | 1.31 | 166% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 6.383 | 9.686 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 255B | 0% |
| Annual Yield % from dividends | 1.69 | 1.16 | 145% |
| Returns for 1 year | -0.74 | 6.89 | -11% |
| Returns for 3 years | 27.67 | 33.62 | 82% |
| Returns for 5 years | N/A | 32.72 | - |
| Returns for 10 years | N/A | 69.03 | - |
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