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ALABX vs RLBGX
ALABX vs RLBGX Comparison
Open Charts ALABX vs RLBGX
ALPS/Smith Balanced Opportunity A
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced R6
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ALABX vs RLBGX Comparison Chart in %
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ALABX vs. RLBGX commentary
Sep 29, 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 ALABX is a Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. ALABX (12.7M). RLBGX pays higher dividends than ALABX: RLBGX (2.09) vs ALABX (1.57). ALABX was incepted earlier than RLBGX: ALABX (5 years) vs RLBGX (16 years). ALABX (2.63) is less costly to investors than RLBGX (0.25). ALABX is a more actively managed with annual turnover of: 131.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than ALABX: RLBGX (250) vs ALABX (2500). RLBGX annual gain was more profitable for investors over the last year : 8.49 vs. ALABX (-0.34). RLBGX return over 5 years is better than : 46.60 vs. ALABX (41.88).
| ALABX | RLBGX | ALABX / RLBGX | |
| Total Expense Ratio | 1.15 | 0.25 | 460% |
| Annual Report Gross Expense Ratio | 2.63 | 0.25 | 1,052% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.799 | 13.449 | 65% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 2.09 | 75% |
| Returns for 1 year | -0.34 | 8.49 | -4% |
| Returns for 3 years | 39.44 | 52.83 | 75% |
| Returns for 5 years | 41.88 | 46.60 | 90% |
| Returns for 10 years | 25.19 | 86.69 | 29% |
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