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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALPS/Smith Balanced Opportunity C
Price$13.10
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ALCBX vs BALFX Comparison Chart in %
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ALCBX vs. BALFX 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 ALCBX is a Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. ALCBX (12.8M). BALFX pays higher dividends than ALCBX: BALFX (1.72) vs ALCBX (1.03). 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 is a more actively managed with annual turnover of: 131.00 vs. BALFX (44.00). 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 : 8.67 vs. ALCBX (-1.45). BALFX return over 5 years is better than : 41.92 vs. ALCBX (33.01).
| 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 | 9.160 | 14.603 | 63% |
| Front Load | N/A | 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 | 1.03 | 1.72 | 60% |
| Returns for 1 year | -1.45 | 8.67 | -17% |
| Returns for 3 years | 35.28 | 50.44 | 70% |
| Returns for 5 years | 33.01 | 41.92 | 79% |
| Returns for 10 years | 15.96 | 75.26 | 21% |
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