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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets12.82M
American Funds American Balanced R2
Price$38.60
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ALPBX vs RLBBX Comparison Chart in %
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ALPBX vs. RLBBX commentary
Oct 08, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. ALPBX (12.8M). ALPBX pays higher dividends than RLBBX: ALPBX (1.64) vs RLBBX (1.11). 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 : 9.12 vs. ALPBX (1.66). ALPBX return over 5 years is better than : 41.04 vs. RLBBX (38.04).
| 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 | 10.018 | 13.761 | 73% |
| 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 | 266B | 0% |
| Annual Yield % from dividends | 1.64 | 1.11 | 148% |
| Returns for 1 year | 1.66 | 9.12 | 18% |
| Returns for 3 years | 40.43 | 47.96 | 84% |
| Returns for 5 years | 41.04 | 38.04 | 108% |
| Returns for 10 years | N/A | 68.69 | - |
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