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ALPBX vs CLBFX
ALPBX vs CLBFX Comparison
Open Charts ALPBX vs CLBFX
ALPS/Smith Balanced Opportunity I
Price$13.22
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
ALPBX vs CLBFX Comparison Chart in %
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ALPBX vs. CLBFX commentary
Nov 20, 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. ALPBX (12.8M). CLBFX pays higher dividends than ALPBX: CLBFX (1.86) vs ALPBX (1.57). ALPBX was incepted earlier than CLBFX: ALPBX (5 years) vs CLBFX (23 years). ALPBX (2.17) is less costly to investors than CLBFX (0.67). ALPBX is a more actively managed with annual turnover of: 131.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ALPBX: CLBFX (250) vs ALPBX (100000). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. ALPBX (-0.64). CLBFX return over 5 years is better than : 41.70 vs. ALPBX (36.37).
| ALPBX | CLBFX | ALPBX / CLBFX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 2.17 | 0.67 | 324% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 9.782 | 14.206 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 1.86 | 84% |
| Returns for 1 year | -0.64 | 9.14 | -7% |
| Returns for 3 years | 32.77 | 42.41 | 77% |
| Returns for 5 years | 36.37 | 41.70 | 87% |
| Returns for 10 years | N/A | 86.89 | - |
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