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ALCBX vs RLBAX
ALCBX vs RLBAX Comparison
Open Charts ALCBX vs RLBAX
ALPS/Smith Balanced Opportunity C
Price$11.79
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
ALCBX vs RLBAX Comparison Chart
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ALCBX vs. RLBAX commentary
May 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 ALCBX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. ALCBX (11.3M). RLBAX pays higher dividends than ALCBX: RLBAX (1.28) vs ALCBX (0.88). ALCBX was incepted earlier than RLBAX: ALCBX (5 years) vs RLBAX (23 years). ALCBX (3.33) is less costly to investors than RLBAX (1.31). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than ALCBX: RLBAX (250) vs ALCBX (2500). RLBAX annual gain was more profitable for investors over the last year : 3.92 vs. ALCBX (-3.51).
| ALCBX | RLBAX | ALCBX / RLBAX | |
| Total Expense Ratio | 1.85 | 1.31 | 141% |
| Annual Report Gross Expense Ratio | 3.33 | 1.31 | 254% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -2.641 | 0.154 | -1,710% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 0.88 | 1.28 | 69% |
| Returns for 1 year | -3.51 | 3.92 | -90% |
| Returns for 3 years | 10.78 | 19.69 | 55% |
| Returns for 5 years | N/A | 32.45 | - |
| Returns for 10 years | 4.19 | 44.47 | 9% |
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