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ALCBX vs RLBGX
ALCBX vs RLBGX Comparison
Open Charts ALCBX vs RLBGX
ALPS/Smith Balanced Opportunity C
Price$12.98
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets12.73M
American Funds American Balanced R6
Price$38.66
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets263.06B
ALCBX vs RLBGX Comparison Chart in %
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ALCBX vs. RLBGX commentary
Sep 16, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. ALCBX (12.7M). RLBGX pays higher dividends than ALCBX: RLBGX (2.09) vs ALCBX (0.99). ALCBX was incepted earlier than RLBGX: ALCBX (5 years) vs RLBGX (16 years). ALCBX (3.33) is less costly to investors than RLBGX (0.25). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than ALCBX: RLBGX (250) vs ALCBX (2500). RLBGX annual gain was more profitable for investors over the last year : 10.09 vs. ALCBX (-0.43). RLBGX return over 5 years is better than : 44.00 vs. ALCBX (33.71).
| ALCBX | RLBGX | ALCBX / RLBGX | |
| Total Expense Ratio | 1.85 | 0.25 | 740% |
| Annual Report Gross Expense Ratio | 3.33 | 0.25 | 1,332% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 7.688 | 13.423 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 263B | 0% |
| Annual Yield % from dividends | 0.99 | 2.09 | 47% |
| Returns for 1 year | -0.43 | 10.09 | -4% |
| Returns for 3 years | 28.91 | 44.56 | 65% |
| Returns for 5 years | 33.71 | 44.00 | 77% |
| Returns for 10 years | 14.95 | 83.03 | 18% |
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