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ALCBX vs RLBGX
ALCBX vs RLBGX Comparison
Open Charts ALCBX vs RLBGX
ALPS/Smith Balanced Opportunity C
Price$12.67
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
ALCBX vs RLBGX Comparison Chart in %
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ALCBX vs. RLBGX commentary
Aug 18, 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 ALCBX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. ALCBX (12.1M). RLBGX pays higher dividends than ALCBX: RLBGX (2.13) vs ALCBX (0.92). ALCBX was incepted earlier than RLBGX: ALCBX (5 years) vs RLBGX (16 years). ALCBX (3.33) is less costly to investors than RLBGX (0.25). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLBGX (44.00). 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 : 8.36 vs. ALCBX (-1.08).
| 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 | 16 years | - |
| Gain YTD | 5.270 | 9.990 | 53% |
| Front Load | N/A | 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 | 0.92 | 2.13 | 43% |
| Returns for 1 year | -1.08 | 8.36 | -13% |
| Returns for 3 years | 17.44 | 30.72 | 57% |
| Returns for 5 years | N/A | 40.09 | - |
| Returns for 10 years | 12.65 | 69.65 | 18% |
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