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ALPBX vs BALCX
ALPBX vs BALCX Comparison
Open Charts ALPBX vs BALCX
ALPS/Smith Balanced Opportunity I
Price$13.17
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ALPBX vs BALCX Comparison Chart in %
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ALPBX vs. BALCX 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 ALPBX is a Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ALPBX (12.8M). ALPBX pays higher dividends than BALCX: ALPBX (1.64) vs BALCX (1.12). ALPBX was incepted earlier than BALCX: ALPBX (5 years) vs BALCX (25 years). ALPBX (2.17) is less costly to investors than BALCX (1.31). ALPBX is a more actively managed with annual turnover of: 131.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ALPBX: BALCX (250) vs ALPBX (100000). BALCX annual gain was more profitable for investors over the last year : 7.88 vs. ALPBX (-0.75). ALPBX (39.37) and BALCX (37.80) have equivalent 5 years return.
| ALPBX | BALCX | ALPBX / BALCX | |
| Total Expense Ratio | 0.85 | 1.31 | 65% |
| Annual Report Gross Expense Ratio | 2.17 | 1.31 | 166% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 9.685 | 13.983 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 266B | 0% |
| Annual Yield % from dividends | 1.64 | 1.12 | 147% |
| Returns for 1 year | -0.75 | 7.88 | -9% |
| Returns for 3 years | 38.89 | 47.51 | 82% |
| Returns for 5 years | 39.37 | 37.80 | 104% |
| Returns for 10 years | N/A | 67.75 | - |
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