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ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.50
Change-$0.16 (-1.26%)
VolumeN/A
Net Assets12.31M
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
ALIBX vs RLBBX Comparison Chart
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ALIBX vs. RLBBX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. ALIBX (12.3M). RLBBX (1.58) and ALIBX (1.58) have matching dividends . ALIBX was incepted earlier than RLBBX: ALIBX (4 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ALIBX (74.00). 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 : 8.38 vs. ALIBX (4.05).
| ALIBX | RLBBX | ALIBX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 2.378 | 2.761 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 242B | 0% |
| Annual Yield % from dividends | 1.58 | 1.58 | 100% |
| Returns for 1 year | 4.05 | 8.38 | 48% |
| Returns for 3 years | 13.27 | 15.67 | 85% |
| Returns for 5 years | N/A | 26.03 | - |
| Returns for 10 years | N/A | 46.57 | - |
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