Ad is loading...
ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.20
Change-$0.26 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
ALPBX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALPBX vs. RLBBX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. ALPBX (12.9M). ALPBX pays higher dividends than RLBBX: ALPBX (1.81) vs RLBBX (1.58). ALPBX was incepted earlier than RLBBX: ALPBX (4 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (74.00). RLBBX has a lower initial minimum investment than ALPBX: RLBBX (250) vs ALPBX (100000). ALPBX (8.97) and RLBBX (8.88) have marching annual gain over last year.
| ALPBX | RLBBX | ALPBX / 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 | 8.321 | 8.432 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 241B | 0% |
| Annual Yield % from dividends | 1.81 | 1.58 | 114% |
| Returns for 1 year | 8.97 | 8.88 | 101% |
| Returns for 3 years | 8.81 | 7.68 | 115% |
| Returns for 5 years | N/A | 25.60 | - |
| Returns for 10 years | N/A | 37.76 | - |