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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.65
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets12.2M
American Funds American Balanced 529C
Price$37.00
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
ALPBX vs CLBCX Comparison Chart in %
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ALPBX vs. CLBCX commentary
Aug 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 Buy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. ALPBX (12.2M). ALPBX pays higher dividends than CLBCX: ALPBX (1.70) vs CLBCX (1.12). 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 : 10.56 vs. ALPBX (3.70).
| 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 | 5.461 | 8.069 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 253B | 0% |
| Annual Yield % from dividends | 1.70 | 1.12 | 151% |
| Returns for 1 year | 3.70 | 10.56 | 35% |
| Returns for 3 years | 23.25 | 28.96 | 80% |
| Returns for 5 years | N/A | 33.28 | - |
| Returns for 10 years | N/A | 63.25 | - |
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