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ABALX vs ALCBX
ABALX vs ALCBX Comparison
Open Charts ABALX vs ALCBX
American Funds American Balanced A
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ALPS/Smith Balanced Opportunity C
Price$12.71
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets12.34M
ABALX vs ALCBX Comparison Chart in %
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ABALX vs. ALCBX commentary
Jul 27, 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: 254B vs. ALCBX (12.3M). ABALX pays higher dividends than ALCBX: ABALX (1.86) vs ALCBX (0.88). 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 : 10.31 vs. ALCBX (1.59).
| 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 | 9.037 | 5.602 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 12.3M | 2,065,041% |
| Annual Yield % from dividends | 1.86 | 0.88 | 213% |
| Returns for 1 year | 10.31 | 1.59 | 649% |
| Returns for 3 years | 34.85 | 25.63 | 136% |
| Returns for 5 years | 39.85 | N/A | - |
| Returns for 10 years | 65.55 | 12.90 | 508% |
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