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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$13.53
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ALPBX vs RLBBX Comparison Chart in %
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ALPBX vs. RLBBX commentary
Dec 04, 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 ALPBX is a Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. ALPBX (12.9M). ALPBX pays higher dividends than RLBBX: ALPBX (1.59) vs RLBBX (1.07). ALPBX was incepted earlier than RLBBX: ALPBX (5 years) vs RLBBX (24 years). ALPBX (2.17) is less costly to investors than RLBBX (1.32). ALPBX is a more actively managed with annual turnover of: 131.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than ALPBX: RLBBX (250) vs ALPBX (100000). RLBBX annual gain was more profitable for investors over the last year : 8.46 vs. ALPBX (-0.49). ALPBX return over 5 years is better than : 36.65 vs. RLBBX (34.82).
| ALPBX | RLBBX | ALPBX / RLBBX | |
| Total Expense Ratio | 0.85 | 1.32 | 64% |
| Annual Report Gross Expense Ratio | 2.17 | 1.32 | 164% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 12.116 | 15.795 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 269B | 0% |
| Annual Yield % from dividends | 1.59 | 1.07 | 149% |
| Returns for 1 year | -0.49 | 8.46 | -6% |
| Returns for 3 years | 32.31 | 37.33 | 87% |
| Returns for 5 years | 36.65 | 34.82 | 105% |
| Returns for 10 years | N/A | 66.69 | - |
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