Interact to see
Advertisement
Advertisement
ALIBX vs RLBBX
ALIBX vs RLBBX Comparison
Open Charts ALIBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$13.59
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALIBX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALIBX vs. RLBBX commentary
Dec 05, 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 ALIBX is a Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. ALIBX (12.9M). ALIBX pays higher dividends than RLBBX: ALIBX (1.62) vs RLBBX (1.07). ALIBX was incepted earlier than RLBBX: ALIBX (5 years) vs RLBBX (24 years). ALIBX (2.64) is less costly to investors than RLBBX (1.32). ALIBX is a more actively managed with annual turnover of: 131.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than ALIBX: RLBBX (250) vs ALIBX (2500). RLBBX annual gain was more profitable for investors over the last year : 8.93 vs. ALIBX (0.14). ALIBX (35.83) and RLBBX (34.60) have equivalent 5 years return.
| ALIBX | RLBBX | ALIBX / RLBBX | |
| Total Expense Ratio | 1.15 | 1.32 | 87% |
| Annual Report Gross Expense Ratio | 2.64 | 1.32 | 200% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 12.884 | 16.325 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 269B | 0% |
| Annual Yield % from dividends | 1.62 | 1.07 | 151% |
| Returns for 1 year | 0.14 | 8.93 | 2% |
| Returns for 3 years | 32.90 | 37.96 | 87% |
| Returns for 5 years | 35.83 | 34.60 | 104% |
| Returns for 10 years | N/A | 67.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement