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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$12.91
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets12.67M
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
ALCBX vs BALFX Comparison Chart in %
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ALCBX vs. BALFX 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 ALCBX is a Buy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. ALCBX (12.7M). BALFX pays higher dividends than ALCBX: BALFX (1.86) vs ALCBX (1.23). ALCBX was incepted earlier than BALFX: ALCBX (5 years) vs BALFX (25 years). ALCBX (3.33) is less costly to investors than BALFX (0.61). ALCBX (44.00) and BALFX (44.00) have comparable annual turnover. BALFX has a lower initial minimum investment than ALCBX: BALFX (250) vs ALCBX (2500). BALFX annual gain was more profitable for investors over the last year : 11.33 vs. ALCBX (4.93). BALFX return over 5 years is better than : 35.49 vs. ALCBX (21.47).
| ALCBX | BALFX | ALCBX / BALFX | |
| Total Expense Ratio | 1.85 | 0.61 | 303% |
| Annual Report Gross Expense Ratio | 3.33 | 0.61 | 546% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 3.446 | 2.457 | 140% |
| Front Load | N/A | 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 | 1.23 | 1.86 | 66% |
| Returns for 1 year | 4.93 | 11.33 | 44% |
| Returns for 3 years | 22.85 | 36.69 | 62% |
| Returns for 5 years | 21.47 | 35.49 | 60% |
| Returns for 10 years | 12.10 | 87.98 | 14% |
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