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ALIBX vs RLBGX
ALIBX vs RLBGX Comparison
Open Charts ALIBX vs RLBGX
ALPS/Smith Balanced Opportunity I
Price$13.22
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
ALIBX vs RLBGX Comparison Chart in %
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ALIBX vs. RLBGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 265B vs. ALIBX (12.8M). RLBGX pays higher dividends than ALIBX: RLBGX (2.05) vs ALIBX (1.62). ALIBX was incepted earlier than RLBGX: ALIBX (5 years) vs RLBGX (16 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 : 9.08 vs. ALIBX (-0.46). RLBGX return over 5 years is better than : 44.16 vs. ALIBX (38.32).
| 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 | 16 years | - |
| Gain YTD | 9.708 | 14.951 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 265B | 0% |
| Annual Yield % from dividends | 1.62 | 2.05 | 79% |
| Returns for 1 year | -0.46 | 9.08 | -5% |
| Returns for 3 years | 38.64 | 52.02 | 74% |
| Returns for 5 years | 38.32 | 44.16 | 87% |
| Returns for 10 years | N/A | 79.32 | - |
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