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ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.06
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets12.1M
American Funds American Balanced R2
Price$34.08
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
ALIBX vs RLBBX Comparison Chart
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ALIBX vs. RLBBX commentary
Apr 04, 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 ALIBX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. ALIBX (12.1M). ALIBX pays higher dividends than RLBBX: ALIBX (1.63) vs RLBBX (1.27). ALIBX was incepted earlier than RLBBX: ALIBX (5 years) vs RLBBX (23 years). ALIBX (2.00) is less costly to investors than RLBBX (1.33). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (131.00). RLBBX has a lower initial minimum investment than ALIBX: RLBBX (250) vs ALIBX (2500). RLBBX annual gain was more profitable for investors over the last year : 3.48 vs. ALIBX (-1.73).
| ALIBX | RLBBX | ALIBX / RLBBX | |
| Total Expense Ratio | 1.16 | 1.33 | 87% |
| Annual Report Gross Expense Ratio | 2.00 | 1.33 | 150% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.200 | 0.215 | -557% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 234B | 0% |
| Annual Yield % from dividends | 1.63 | 1.27 | 129% |
| Returns for 1 year | -1.73 | 3.48 | -50% |
| Returns for 3 years | 6.71 | 10.41 | 64% |
| Returns for 5 years | N/A | 45.37 | - |
| Returns for 10 years | N/A | 46.19 | - |
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