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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$13.17
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
ALPBX vs CLBCX Comparison Chart in %
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ALPBX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ALPBX (12.8M). ALPBX pays higher dividends than CLBCX: ALPBX (1.64) vs CLBCX (1.06). ALPBX was incepted earlier than CLBCX: ALPBX (5 years) vs CLBCX (24 years). ALPBX (2.17) is less costly to investors than CLBCX (1.35). ALPBX is a more actively managed with annual turnover of: 131.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than ALPBX: CLBCX (250) vs ALPBX (100000). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. ALPBX (-0.75). ALPBX (39.37) and CLBCX (38.56) have equivalent 5 years return.
| ALPBX | CLBCX | ALPBX / CLBCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 2.17 | 1.35 | 161% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 9.685 | 13.912 | 70% |
| 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 | 1.06 | 156% |
| Returns for 1 year | -0.75 | 7.87 | -9% |
| Returns for 3 years | 38.89 | 47.86 | 81% |
| Returns for 5 years | 39.37 | 38.56 | 102% |
| Returns for 10 years | N/A | 74.34 | - |