Interact to see
Advertisement
Advertisement
ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.76
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.17M
American Funds American Balanced R2
Price$36.72
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets252.49B
ALIBX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALIBX vs. RLBBX commentary
Aug 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: 252B vs. ALIBX (12.2M). ALIBX pays higher dividends than RLBBX: ALIBX (1.58) vs RLBBX (1.16). 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 : 9.93 vs. ALIBX (3.31).
| 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 | 5.265 | 8.116 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 252B | 0% |
| Annual Yield % from dividends | 1.58 | 1.16 | 136% |
| Returns for 1 year | 3.31 | 9.93 | 33% |
| Returns for 3 years | 22.85 | 28.65 | 80% |
| Returns for 5 years | N/A | 32.45 | - |
| Returns for 10 years | N/A | 57.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement