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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.41
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets12.84M
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
ALPBX vs RLBBX Comparison Chart
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ALPBX vs. RLBBX commentary
Jan 19, 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: 240B vs. ALPBX (12.8M). 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). RLBBX annual gain was more profitable for investors over the last year : 11.43 vs. ALPBX (8.31).
| 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 | 1.972 | 1.909 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 240B | 0% |
| Annual Yield % from dividends | 1.81 | 1.58 | 114% |
| Returns for 1 year | 8.31 | 11.43 | 73% |
| Returns for 3 years | 9.07 | 10.54 | 86% |
| Returns for 5 years | N/A | 25.81 | - |
| Returns for 10 years | N/A | 49.88 | - |