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ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$11.70
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets11.03M
American Funds American Balanced R2
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
ALIBX vs RLBBX Comparison Chart
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ALIBX vs. RLBBX commentary
Apr 25, 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: 225B vs. ALIBX (11M). 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 : 0.86 vs. ALIBX (-4.78).
| 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 | -5.885 | -4.019 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 225B | 0% |
| Annual Yield % from dividends | 1.63 | 1.27 | 129% |
| Returns for 1 year | -4.78 | 0.86 | -554% |
| Returns for 3 years | 6.52 | 10.03 | 65% |
| Returns for 5 years | N/A | 28.51 | - |
| Returns for 10 years | N/A | 37.50 | - |
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