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ALABX vs CLBFX
ALABX vs CLBFX Comparison
Open Charts ALABX vs CLBFX
ALPS/Smith Balanced Opportunity A
Price$13.25
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ALABX vs CLBFX Comparison Chart in %
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ALABX vs. CLBFX commentary
Oct 19, 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 ALABX is a Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. ALABX (12.8M). CLBFX pays higher dividends than ALABX: CLBFX (1.89) vs ALABX (1.55). ALABX was incepted earlier than CLBFX: ALABX (5 years) vs CLBFX (23 years). ALABX (2.63) is less costly to investors than CLBFX (0.67). ALABX is a more actively managed with annual turnover of: 131.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ALABX: CLBFX (250) vs ALABX (2500). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. ALABX (-0.32). CLBFX return over 5 years is better than : 45.11 vs. ALABX (38.51).
| ALABX | CLBFX | ALABX / CLBFX | |
| Total Expense Ratio | 1.15 | 0.67 | 172% |
| Annual Report Gross Expense Ratio | 2.63 | 0.67 | 393% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 9.877 | 14.767 | 67% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 266B | 0% |
| Annual Yield % from dividends | 1.55 | 1.89 | 82% |
| Returns for 1 year | -0.32 | 8.84 | -4% |
| Returns for 3 years | 38.92 | 52.03 | 75% |
| Returns for 5 years | 38.51 | 45.11 | 85% |
| Returns for 10 years | 26.31 | 91.64 | 29% |
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