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ABALX vs ALCBX
ABALX vs ALCBX Comparison
Open Charts ABALX vs ALCBX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
ALPS/Smith Balanced Opportunity C
Price$12.13
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets11.49M
ABALX vs ALCBX Comparison Chart
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ABALX vs. ALCBX commentary
Jun 16, 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 ABALX is a Buy and ALCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. ALCBX (11.5M). ABALX pays higher dividends than ALCBX: ABALX (1.94) vs ALCBX (0.85). ABALX was incepted earlier than ALCBX: ABALX (50 years) vs ALCBX (5 years). ALCBX (3.33) is less costly to investors than ABALX (0.56). ALCBX is a more actively managed with annual turnover of: 131.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than ALCBX: ABALX (250) vs ALCBX (2500). ABALX annual gain was more profitable for investors over the last year : 5.32 vs. ALCBX (-3.01).
| ABALX | ALCBX | ABALX / ALCBX | |
| Total Expense Ratio | 0.56 | 1.85 | 30% |
| Annual Report Gross Expense Ratio | 0.56 | 3.33 | 17% |
| Fund Existence | 50 years | 5 years | - |
| Gain YTD | 4.436 | 0.558 | 795% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 11.5M | 2,121,739% |
| Annual Yield % from dividends | 1.94 | 0.85 | 228% |
| Returns for 1 year | 5.32 | -3.01 | -177% |
| Returns for 3 years | 32.72 | 23.65 | 138% |
| Returns for 5 years | 38.50 | N/A | - |
| Returns for 10 years | 58.12 | 8.04 | 723% |
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