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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.05M
American Funds American Balanced 529C
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
ALPBX vs CLBCX Comparison Chart in %
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ALPBX vs. CLBCX commentary
Jul 18, 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: 251B vs. ALPBX (12.1M). ALPBX pays higher dividends than CLBCX: ALPBX (1.75) vs CLBCX (1.13). 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 : 4.86 vs. ALPBX (-2.75).
| 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 | 3.528 | 7.426 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 251B | 0% |
| Annual Yield % from dividends | 1.75 | 1.13 | 155% |
| Returns for 1 year | -2.75 | 4.86 | -57% |
| Returns for 3 years | 28.29 | 33.20 | 85% |
| Returns for 5 years | N/A | 35.23 | - |
| Returns for 10 years | N/A | 61.51 | - |
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