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ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.26
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced R2
Price$35.49
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
ALIBX vs RLBBX Comparison Chart
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ALIBX vs. RLBBX commentary
Jun 07, 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: 243B vs. ALIBX (11.6M). ALIBX pays higher dividends than RLBBX: ALIBX (1.64) vs RLBBX (1.23). ALIBX was incepted earlier than RLBBX: ALIBX (5 years) vs RLBBX (23 years). ALIBX (2.64) is less costly to investors than RLBBX (1.32). ALIBX is a more actively managed with annual turnover of: 131.00 vs. RLBBX (44.00). 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 : 6.30 vs. ALIBX (-1.64).
| ALIBX | RLBBX | ALIBX / RLBBX | |
| Total Expense Ratio | 1.15 | 1.32 | 87% |
| Annual Report Gross Expense Ratio | 2.64 | 1.32 | 200% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.642 | 4.362 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 1.64 | 1.23 | 133% |
| Returns for 1 year | -1.64 | 6.30 | -26% |
| Returns for 3 years | 16.11 | 20.03 | 80% |
| Returns for 5 years | N/A | 30.57 | - |
| Returns for 10 years | N/A | 52.73 | - |
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