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ALCBX vs RLBGX
ALCBX vs RLBGX Comparison
Open Charts ALCBX vs RLBGX
ALPS/Smith Balanced Opportunity C
Price$13.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced R6
Price$39.59
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
ALCBX vs RLBGX Comparison Chart in %
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ALCBX vs. RLBGX commentary
Nov 14, 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: 268B vs. ALCBX (13M). RLBGX pays higher dividends than ALCBX: RLBGX (2.01) vs ALCBX (1.05). 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 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 : 10.35 vs. ALCBX (0.26). RLBGX return over 5 years is better than : 43.37 vs. ALCBX (33.27).
| 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 | 11.842 | 16.570 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 268B | 0% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 0.26 | 10.35 | 2% |
| Returns for 3 years | 32.05 | 44.95 | 71% |
| Returns for 5 years | 33.27 | 43.37 | 77% |
| Returns for 10 years | 19.12 | 81.84 | 23% |