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ALABX vs RLBAX
ALABX vs RLBAX Comparison
Open Charts ALABX vs RLBAX
ALPS/Smith Balanced Opportunity A
Price$13.16
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets12.78M
American Funds American Balanced R1
Price$38.17
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
ALABX vs RLBAX Comparison Chart in %
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ALABX vs. RLBAX commentary
Sep 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 ALABX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. ALABX (12.8M). ALABX pays higher dividends than RLBAX: ALABX (1.57) vs RLBAX (1.15). ALABX was incepted earlier than RLBAX: ALABX (5 years) vs RLBAX (23 years). ALABX (2.63) is less costly to investors than RLBAX (1.31). ALABX is a more actively managed with annual turnover of: 131.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than ALABX: RLBAX (250) vs ALABX (2500). RLBAX annual gain was more profitable for investors over the last year : 8.68 vs. ALABX (1.08). ALABX return over 5 years is better than : 41.42 vs. RLBAX (38.76).
| ALABX | RLBAX | ALABX / RLBAX | |
| Total Expense Ratio | 1.15 | 1.31 | 88% |
| Annual Report Gross Expense Ratio | 2.63 | 1.31 | 201% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.665 | 12.515 | 69% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 1.15 | 137% |
| Returns for 1 year | 1.08 | 8.68 | 12% |
| Returns for 3 years | 32.45 | 40.17 | 81% |
| Returns for 5 years | 41.42 | 38.76 | 107% |
| Returns for 10 years | 25.43 | 71.09 | 36% |
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