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ALABX vs RLBGX
ALABX vs RLBGX Comparison
Open Charts ALABX vs RLBGX
ALPS/Smith Balanced Opportunity A
Price$12.79
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced R6
Price$37.48
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
ALABX vs RLBGX Comparison Chart in %
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ALABX vs. RLBGX commentary
Aug 20, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. ALABX (12.1M). RLBGX pays higher dividends than ALABX: RLBGX (2.13) vs ALABX (1.53). 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 : 8.21 vs. ALABX (-0.84).
| 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 | 5.716 | 9.961 | 57% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 256B | 0% |
| Annual Yield % from dividends | 1.53 | 2.13 | 72% |
| Returns for 1 year | -0.84 | 8.21 | -10% |
| Returns for 3 years | 22.30 | 32.29 | 69% |
| Returns for 5 years | N/A | 40.15 | - |
| Returns for 10 years | 22.28 | 75.97 | 29% |
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