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ALPBX vs CLBCX
ALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCX
ALPS/Smith Balanced Opportunity I
Price$12.83
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets12.62M
American Funds American Balanced 529C
Price$38.37
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets269.72B
ALPBX vs CLBCX Comparison Chart in %
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ALPBX vs. CLBCX commentary
Jan 11, 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 ALPBX is a Hold and CLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ALPBX (12.6M). ALPBX pays higher dividends than CLBCX: ALPBX (1.60) vs CLBCX (1.21). 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 : 12.62 vs. ALPBX (6.31). CLBCX return over 5 years is better than : 32.87 vs. ALPBX (26.15).
| 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 | 2.150 | 2.402 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 270B | 0% |
| Annual Yield % from dividends | 1.60 | 1.21 | 132% |
| Returns for 1 year | 6.31 | 12.62 | 50% |
| Returns for 3 years | 29.39 | 36.90 | 80% |
| Returns for 5 years | 26.15 | 32.87 | 80% |
| Returns for 10 years | N/A | 83.49 | - |
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