Interact to see
Advertisement
Advertisement
ALPBX vs BALCX
ALPBX vs BALCX Comparison
Open Charts ALPBX vs BALCX
ALPS/Smith Balanced Opportunity I
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ALPBX vs BALCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALPBX vs. BALCX commentary
Oct 08, 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: 266B vs. ALPBX (12.8M). ALPBX pays higher dividends than BALCX: ALPBX (1.64) vs BALCX (1.12). 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 : 9.16 vs. ALPBX (1.66). ALPBX return over 5 years is better than : 41.04 vs. BALCX (38.15).
| 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 | 10.018 | 13.806 | 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 | 266B | 0% |
| Annual Yield % from dividends | 1.64 | 1.12 | 147% |
| Returns for 1 year | 1.66 | 9.16 | 18% |
| Returns for 3 years | 40.43 | 48.04 | 84% |
| Returns for 5 years | 41.04 | 38.15 | 108% |
| Returns for 10 years | N/A | 68.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement