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ALPBX vs CLBFX
ALPBX vs CLBFX Comparison
Open Charts ALPBX vs CLBFX
ALPS/Smith Balanced Opportunity I
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ALPBX vs CLBFX Comparison Chart in %
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ALPBX vs. CLBFX commentary
Oct 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. ALPBX (12.8M). CLBFX pays higher dividends than ALPBX: CLBFX (1.89) vs ALPBX (1.64). 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 : 10.12 vs. ALPBX (1.66). CLBFX return over 5 years is better than : 45.45 vs. ALPBX (41.04).
| 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 | 10.018 | 14.560 | 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 | 266B | 0% |
| Annual Yield % from dividends | 1.64 | 1.89 | 87% |
| Returns for 1 year | 1.66 | 10.12 | 16% |
| Returns for 3 years | 40.43 | 52.59 | 77% |
| Returns for 5 years | 41.04 | 45.45 | 90% |
| Returns for 10 years | N/A | 92.94 | - |
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