ALPBX
Price
$13.30
Change
-$0.18 (-1.34%)
Updated
Nov 13 closing price
Net Assets
13.02M
CLBCX
Price
$39.01
Change
-$0.49 (-1.24%)
Updated
Nov 13 closing price
Net Assets
268.67B
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ALPBX vs CLBCX

Header iconALPBX vs CLBCX Comparison
Open Charts ALPBX vs CLBCXBanner chart's image
ALPS/Smith Balanced Opportunity I
Price$13.30
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ALPBX vs CLBCX Comparison Chart in %
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ALPBX vs. CLBCX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ALPBX (13M). ALPBX pays higher dividends than CLBCX: ALPBX (1.57) vs CLBCX (1.04). 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 : 7.92 vs. ALPBX (-0.40). ALPBX (37.69) and CLBCX (36.11) have equivalent 5 years return.
ALPBXCLBCXALPBX / CLBCX
Total Expense Ratio0.851.3563%
Annual Report Gross Expense Ratio2.171.35161%
Fund Existence5 years24 years-
Gain YTD10.86614.02977%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets13M269B0%
Annual Yield % from dividends1.571.04151%
Returns for 1 year-0.407.92-5%
Returns for 3 years34.5740.0786%
Returns for 5 years37.6936.11104%
Returns for 10 yearsN/A73.04-
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