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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.21
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
ALPBX vs RLBBX Comparison Chart
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ALPBX 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 ALPBX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 243B vs. ALPBX (11.6M). ALPBX pays higher dividends than RLBBX: ALPBX (1.81) vs RLBBX (1.23). ALPBX was incepted earlier than RLBBX: ALPBX (5 years) vs RLBBX (23 years). ALPBX (2.17) is less costly to investors than RLBBX (1.32). ALPBX is a more actively managed with annual turnover of: 131.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than ALPBX: RLBBX (250) vs ALPBX (100000). RLBBX annual gain was more profitable for investors over the last year : 6.30 vs. ALPBX (-1.87).
| ALPBX | RLBBX | ALPBX / RLBBX | |
| Total Expense Ratio | 0.85 | 1.32 | 64% |
| Annual Report Gross Expense Ratio | 2.17 | 1.32 | 164% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.644 | 4.362 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 1.81 | 1.23 | 147% |
| Returns for 1 year | -1.87 | 6.30 | -30% |
| Returns for 3 years | 16.45 | 20.03 | 82% |
| Returns for 5 years | N/A | 30.57 | - |
| Returns for 10 years | N/A | 52.73 | - |
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