Interact to see
Advertisement
Advertisement
ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.79
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets12.45M
American Funds American Balanced 529C
Price$37.54
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
ALPBX vs CLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALPBX vs. CLBCX commentary
Sep 01, 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: 255B vs. ALPBX (12.5M). ALPBX pays higher dividends than CLBCX: ALPBX (1.69) vs CLBCX (1.11). 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 : 6.90 vs. ALPBX (-0.74).
| 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 | 6.383 | 9.646 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 255B | 0% |
| Annual Yield % from dividends | 1.69 | 1.11 | 152% |
| Returns for 1 year | -0.74 | 6.90 | -11% |
| Returns for 3 years | 27.67 | 34.13 | 81% |
| Returns for 5 years | N/A | 33.53 | - |
| Returns for 10 years | N/A | 76.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement