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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$12.60
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets12.21M
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ALPBX vs RLBBX Comparison Chart in %
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ALPBX vs. RLBBX commentary
Jul 06, 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: 252B vs. ALPBX (12.2M). ALPBX pays higher dividends than RLBBX: ALPBX (1.75) vs RLBBX (1.17). 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 : 7.05 vs. ALPBX (0.25).
| 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 | 4.523 | 7.674 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 252B | 0% |
| Annual Yield % from dividends | 1.75 | 1.17 | 149% |
| Returns for 1 year | 0.25 | 7.05 | 4% |
| Returns for 3 years | 30.28 | 32.48 | 93% |
| Returns for 5 years | N/A | 37.07 | - |
| Returns for 10 years | N/A | 58.03 | - |