Interact to see
Advertisement
Advertisement
ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced 529C
Price$38.91
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ALPBX vs CLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALPBX vs. CLBCX 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ALPBX (12.8M). ALPBX pays higher dividends than CLBCX: ALPBX (1.64) vs CLBCX (1.06). ALPBX was incepted earlier than CLBCX: ALPBX (5 years) vs CLBCX (24 years). ALPBX (2.17) is less costly to investors than CLBCX (1.35). ALPBX is a more actively managed with annual turnover of: 131.00 vs. CLBCX (44.00). 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 : 9.14 vs. ALPBX (1.66). ALPBX return over 5 years is better than : 41.04 vs. CLBCX (38.91).
| ALPBX | CLBCX | ALPBX / CLBCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 2.17 | 1.35 | 161% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 10.018 | 13.736 | 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 | 1.06 | 156% |
| Returns for 1 year | 1.66 | 9.14 | 18% |
| Returns for 3 years | 40.43 | 48.45 | 83% |
| Returns for 5 years | 41.04 | 38.91 | 105% |
| Returns for 10 years | N/A | 75.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement