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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.40
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.71M
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
ALPBX vs CLBCX Comparison Chart in %
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ALPBX vs. CLBCX commentary
Jun 27, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 248B vs. ALPBX (11.7M). ALPBX pays higher dividends than CLBCX: ALPBX (1.81) vs CLBCX (1.18). ALPBX was incepted earlier than CLBCX: ALPBX (5 years) vs CLBCX (23 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 : 6.56 vs. ALPBX (-1.36).
| 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 | 23 years | - |
| Gain YTD | 2.366 | 6.316 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 248B | 0% |
| Annual Yield % from dividends | 1.81 | 1.18 | 153% |
| Returns for 1 year | -1.36 | 6.56 | -21% |
| Returns for 3 years | 26.23 | 30.69 | 85% |
| Returns for 5 years | N/A | 39.16 | - |
| Returns for 10 years | N/A | 63.30 | - |
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