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ALCBX vs RLBGX
ALCBX vs RLBGX Comparison
Open Charts ALCBX vs RLBGX
ALPS/Smith Balanced Opportunity C
Price$12.91
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets12.67M
American Funds American Balanced R6
Price$38.44
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
ALCBX vs RLBGX Comparison Chart in %
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ALCBX vs. RLBGX commentary
Feb 04, 2026
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 ALCBX is a Buy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. ALCBX (12.7M). RLBGX pays higher dividends than ALCBX: RLBGX (2.18) vs ALCBX (1.23). ALCBX was incepted earlier than RLBGX: ALCBX (5 years) vs RLBGX (17 years). ALCBX (3.33) is less costly to investors than RLBGX (0.25). ALCBX (44.00) and RLBGX (44.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than ALCBX: RLBGX (250) vs ALCBX (2500). RLBGX annual gain was more profitable for investors over the last year : 11.74 vs. ALCBX (4.93). RLBGX return over 5 years is better than : 37.59 vs. ALCBX (21.47).
| ALCBX | RLBGX | ALCBX / RLBGX | |
| Total Expense Ratio | 1.85 | 0.25 | 740% |
| Annual Report Gross Expense Ratio | 3.33 | 0.25 | 1,332% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 3.446 | 2.479 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 270B | 0% |
| Annual Yield % from dividends | 1.23 | 2.18 | 56% |
| Returns for 1 year | 4.93 | 11.74 | 42% |
| Returns for 3 years | 22.85 | 38.20 | 60% |
| Returns for 5 years | 21.47 | 37.59 | 57% |
| Returns for 10 years | 12.10 | 92.40 | 13% |
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