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ALABX vs RLBAX
ALABX vs RLBAX Comparison
Open Charts ALABX vs RLBAX
ALPS/Smith Balanced Opportunity A
Price$12.56
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets12.13M
American Funds American Balanced R1
Price$36.29
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets251.03B
ALABX vs RLBAX Comparison Chart in %
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ALABX vs. RLBAX commentary
Jul 09, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 251B vs. ALABX (12.1M). ALABX pays higher dividends than RLBAX: ALABX (1.56) vs RLBAX (1.18). 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 : 6.04 vs. ALABX (-0.65).
| 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 | 3.878 | 7.062 | 55% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 251B | 0% |
| Annual Yield % from dividends | 1.56 | 1.18 | 132% |
| Returns for 1 year | -0.65 | 6.04 | -11% |
| Returns for 3 years | 27.94 | 31.59 | 88% |
| Returns for 5 years | N/A | 35.41 | - |
| Returns for 10 years | 20.27 | 56.76 | 36% |
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