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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.20
Change-$0.26 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
ALPBX vs CLBCX Comparison Chart
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ALPBX vs. CLBCX commentary
Dec 19, 2024
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 CLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. ALPBX (12.9M). ALPBX pays higher dividends than CLBCX: ALPBX (1.81) vs CLBCX (1.52). ALPBX was incepted earlier than CLBCX: ALPBX (4 years) vs CLBCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (74.00). CLBCX has a lower initial minimum investment than ALPBX: CLBCX (250) vs ALPBX (100000). CLBCX annual gain was more profitable for investors over the last year : 11.92 vs. ALPBX (8.97).
| ALPBX | CLBCX | ALPBX / CLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 8.321 | 10.944 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 241B | 0% |
| Annual Yield % from dividends | 1.81 | 1.52 | 119% |
| Returns for 1 year | 8.97 | 11.92 | 75% |
| Returns for 3 years | 8.81 | 10.88 | 81% |
| Returns for 5 years | N/A | 29.69 | - |
| Returns for 10 years | N/A | 47.43 | - |
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