Interact to see
Advertisement
Advertisement
ALPBX vs CLBFX
ALPBX vs CLBFX Comparison
Open Charts ALPBX vs CLBFX
ALPS/Smith Balanced Opportunity I
Price$12.65
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets12.2M
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
ALPBX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALPBX vs. CLBFX 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. ALPBX (12.2M). CLBFX pays higher dividends than ALPBX: CLBFX (1.97) vs ALPBX (1.70). 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 : 11.57 vs. ALPBX (3.70).
| 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 | 5.461 | 8.669 | 63% |
| 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 | 1.97 | 86% |
| Returns for 1 year | 3.70 | 11.57 | 32% |
| Returns for 3 years | 23.25 | 32.58 | 71% |
| Returns for 5 years | N/A | 39.52 | - |
| Returns for 10 years | N/A | 79.50 | - |