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ALABX vs BALCX
ALABX vs BALCX Comparison
Open Charts ALABX vs BALCX
ALPS/Smith Balanced Opportunity A
Price$13.06
Change-$0.18 (-1.36%)
VolumeN/A
Net Assets12.67M
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
ALABX vs BALCX Comparison Chart in %
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ALABX vs. BALCX commentary
Feb 05, 2026
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 ALABX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ALABX (12.7M). ALABX pays higher dividends than BALCX: ALABX (1.53) vs BALCX (1.25). ALABX was incepted earlier than BALCX: ALABX (5 years) vs BALCX (25 years). ALABX (2.63) is less costly to investors than BALCX (1.31). ALABX (44.00) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than ALABX: BALCX (250) vs ALABX (2500). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. ALABX (5.51). BALCX return over 5 years is better than : 31.49 vs. ALABX (26.30).
| ALABX | BALCX | ALABX / BALCX | |
| Total Expense Ratio | 1.15 | 1.31 | 88% |
| Annual Report Gross Expense Ratio | 2.63 | 1.31 | 201% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 3.402 | 2.396 | 142% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 270B | 0% |
| Annual Yield % from dividends | 1.53 | 1.25 | 122% |
| Returns for 1 year | 5.51 | 10.51 | 52% |
| Returns for 3 years | 25.93 | 33.72 | 77% |
| Returns for 5 years | 26.30 | 31.49 | 84% |
| Returns for 10 years | 24.03 | 79.52 | 30% |
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