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ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$13.26
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.78M
American Funds American Balanced R2
Price$38.77
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
ALIBX vs RLBBX Comparison Chart in %
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ALIBX vs. RLBBX commentary
Oct 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 ALIBX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. ALIBX (12.8M). ALIBX pays higher dividends than RLBBX: ALIBX (1.62) vs RLBBX (1.11). 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 : 9.08 vs. ALIBX (1.26). ALIBX (38.97) and RLBBX (38.13) have equivalent 5 years return.
| 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 | 9.791 | 14.262 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 266B | 0% |
| Annual Yield % from dividends | 1.62 | 1.11 | 147% |
| Returns for 1 year | 1.26 | 9.08 | 14% |
| Returns for 3 years | 39.86 | 48.61 | 82% |
| Returns for 5 years | 38.97 | 38.13 | 102% |
| Returns for 10 years | N/A | 69.43 | - |
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