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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets11.05M
American Funds American Balanced R2
Price$32.84
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets223.62B
ALPBX vs RLBBX Comparison Chart
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ALPBX vs. RLBBX commentary
Apr 12, 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: 224B vs. ALPBX (11M). ALPBX pays higher dividends than RLBBX: ALPBX (1.85) vs RLBBX (1.27). ALPBX was incepted earlier than RLBBX: ALPBX (5 years) vs RLBBX (23 years). ALPBX (1.84) is less costly to investors than RLBBX (1.33). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ALPBX (131.00). 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 : 0.14 vs. ALPBX (-6.55).
| ALPBX | RLBBX | ALPBX / RLBBX | |
| Total Expense Ratio | 0.86 | 1.33 | 65% |
| Annual Report Gross Expense Ratio | 1.84 | 1.33 | 138% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -6.238 | -3.431 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 224B | 0% |
| Annual Yield % from dividends | 1.85 | 1.27 | 145% |
| Returns for 1 year | -6.55 | 0.14 | -4,801% |
| Returns for 3 years | 3.98 | 8.44 | 47% |
| Returns for 5 years | N/A | 31.18 | - |
| Returns for 10 years | N/A | 39.68 | - |
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