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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets11.05M
American Funds American Balanced 529C
Price$33.09
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets223.62B
ALPBX vs CLBCX Comparison Chart
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ALPBX vs. CLBCX commentary
Apr 12, 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: 224B vs. ALPBX (11M). ALPBX pays higher dividends than CLBCX: ALPBX (1.85) vs CLBCX (1.22). ALPBX was incepted earlier than CLBCX: ALPBX (5 years) vs CLBCX (23 years). ALPBX (1.84) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (131.00). 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 : 0.13 vs. ALPBX (-6.55).
| ALPBX | CLBCX | ALPBX / CLBCX | |
| Total Expense Ratio | 0.86 | 1.37 | 63% |
| Annual Report Gross Expense Ratio | 1.84 | 1.37 | 134% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -6.238 | -3.465 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 224B | 0% |
| Annual Yield % from dividends | 1.85 | 1.22 | 151% |
| Returns for 1 year | -6.55 | 0.13 | -5,165% |
| Returns for 3 years | 3.98 | 9.01 | 44% |
| Returns for 5 years | N/A | 31.98 | - |
| Returns for 10 years | N/A | 45.81 | - |
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