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ALIBX vs RLBGX
ALIBX vs RLBGX Comparison
Open Charts ALIBX vs RLBGX
ALPS/Smith Balanced Opportunity I
Price$13.59
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced R6
Price$39.90
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALIBX vs RLBGX Comparison Chart in %
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ALIBX vs. RLBGX 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. ALIBX (12.9M). RLBGX pays higher dividends than ALIBX: RLBGX (1.98) vs ALIBX (1.62). ALIBX was incepted earlier than RLBGX: ALIBX (5 years) vs RLBGX (17 years). ALIBX (2.64) is less costly to investors than RLBGX (0.25). ALIBX is a more actively managed with annual turnover of: 131.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than ALIBX: RLBGX (250) vs ALIBX (2500). RLBGX annual gain was more profitable for investors over the last year : 10.16 vs. ALIBX (0.14). RLBGX return over 5 years is better than : 40.93 vs. ALIBX (35.83).
| ALIBX | RLBGX | ALIBX / RLBGX | |
| Total Expense Ratio | 1.15 | 0.25 | 460% |
| Annual Report Gross Expense Ratio | 2.64 | 0.25 | 1,056% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 12.884 | 17.483 | 74% |
| 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 | 1.98 | 82% |
| Returns for 1 year | 0.14 | 10.16 | 1% |
| Returns for 3 years | 32.90 | 42.22 | 78% |
| Returns for 5 years | 35.83 | 40.93 | 88% |
| Returns for 10 years | N/A | 79.05 | - |
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