ALPBX
Price
$12.21
Change
+$0.06 (+0.49%)
Updated
Jun 6 closing price
Net Assets
11.6M
CLBCX
Price
$35.77
Change
+$0.08 (+0.22%)
Updated
Jun 6 closing price
Net Assets
243.43B
Interact to see
Advertisement

ALPBX vs CLBCX

Header iconALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCXBanner chart's image
ALPS/Smith Balanced Opportunity I
Price$12.21
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ALPBX vs CLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ALPBX vs. CLBCX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. ALPBX (11.6M). 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 : 6.33 vs. ALPBX (-1.87).
ALPBXCLBCXALPBX / CLBCX
Total Expense Ratio0.851.3563%
Annual Report Gross Expense Ratio2.171.35161%
Fund Existence5 years23 years-
Gain YTD0.6444.35315%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.6M243B0%
Annual Yield % from dividends1.811.18153%
Returns for 1 year-1.876.33-30%
Returns for 3 years16.4520.7179%
Returns for 5 yearsN/A31.46-
Returns for 10 yearsN/A59.47-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
IMOS19.640.49
+2.56%
ChipMOS TECHNOLOGIES
EXFY2.330.05
+2.19%
Expensify
AIMD0.660.01
+1.76%
Ainos
SQM32.760.46
+1.42%
Sociedad Quimica y Minera de Chile SA
IIPR55.340.56
+1.02%
Innovative Industrial Properties