Ad is loading...
ALCBX vs RLBFX
ALCBX vs RLBFX Comparison
Open Charts ALCBX vs RLBFX
ALPS/Smith Balanced Opportunity C
Price$11.79
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ALCBX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALCBX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. ALCBX (11.3M). RLBFX pays higher dividends than ALCBX: RLBFX (2.26) vs ALCBX (0.88). ALCBX was incepted earlier than RLBFX: ALCBX (5 years) vs RLBFX (23 years). ALCBX (3.33) is less costly to investors than RLBFX (0.29). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than ALCBX: RLBFX (250) vs ALCBX (2500). RLBFX annual gain was more profitable for investors over the last year : 5.06 vs. ALCBX (-3.11).
| ALCBX | RLBFX | ALCBX / RLBFX | |
| Total Expense Ratio | 1.85 | 0.29 | 638% |
| Annual Report Gross Expense Ratio | 3.33 | 0.29 | 1,148% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -2.310 | 0.528 | -437% |
| 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 | 2.26 | 39% |
| Returns for 1 year | -3.11 | 5.06 | -61% |
| Returns for 3 years | 13.66 | 22.75 | 60% |
| Returns for 5 years | N/A | 38.47 | - |
| Returns for 10 years | 4.64 | 53.33 | 9% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers