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ALPBX vs BALCX
ALPBX vs BALCX Comparison
Open Charts ALPBX vs BALCX
ALPS/Smith Balanced Opportunity I
Price$13.22
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
ALPBX vs BALCX Comparison Chart in %
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ALPBX vs. BALCX commentary
Nov 20, 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 Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. ALPBX (12.8M). ALPBX pays higher dividends than BALCX: ALPBX (1.57) vs BALCX (1.10). ALPBX was incepted earlier than BALCX: ALPBX (5 years) vs BALCX (25 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 : 8.17 vs. ALPBX (-0.64). ALPBX return over 5 years is better than : 36.37 vs. BALCX (34.58).
| 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 | 25 years | - |
| Gain YTD | 9.782 | 13.334 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 1.10 | 142% |
| Returns for 1 year | -0.64 | 8.17 | -8% |
| Returns for 3 years | 32.77 | 38.17 | 86% |
| Returns for 5 years | 36.37 | 34.58 | 105% |
| Returns for 10 years | N/A | 63.59 | - |