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ALIBX vs RLBEX
ALIBX vs RLBEX Comparison
Open Charts ALIBX vs RLBEX
ALPS/Smith Balanced Opportunity I
Price$13.10
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced R4
Price$38.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
ALIBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. ALIBX (12.7M). RLBEX pays higher dividends than ALIBX: RLBEX (1.79) vs ALIBX (1.64). ALIBX was incepted earlier than RLBEX: ALIBX (5 years) vs RLBEX (23 years). ALIBX (2.64) is less costly to investors than RLBEX (0.59). ALIBX is a more actively managed with annual turnover of: 131.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than ALIBX: RLBEX (250) vs ALIBX (2500). RLBEX annual gain was more profitable for investors over the last year : 8.10 vs. ALIBX (-0.41). RLBEX return over 5 years is better than : 44.44 vs. ALIBX (41.80).
| ALIBX | RLBEX | ALIBX / RLBEX | |
| Total Expense Ratio | 1.15 | 0.59 | 195% |
| Annual Report Gross Expense Ratio | 2.64 | 0.59 | 447% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.712 | 13.159 | 66% |
| 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 | 262B | 0% |
| Annual Yield % from dividends | 1.64 | 1.79 | 92% |
| Returns for 1 year | -0.41 | 8.10 | -5% |
| Returns for 3 years | 39.39 | 51.36 | 77% |
| Returns for 5 years | 41.80 | 44.44 | 94% |
| Returns for 10 years | N/A | 85.05 | - |
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