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ALPBX vs RLBBX
ALPBX vs RLBBX Comparison
Open Charts ALPBX vs RLBBX
ALPS/Smith Balanced Opportunity I
Price$13.30
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets13.02M
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
ALPBX vs RLBBX Comparison Chart in %
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ALPBX vs. RLBBX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. ALPBX (13M). ALPBX pays higher dividends than RLBBX: ALPBX (1.57) vs RLBBX (1.09). 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 : 9.11 vs. ALPBX (0.87). ALPBX return over 5 years is better than : 39.56 vs. RLBBX (36.96).
| 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 | 12.366 | 15.500 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 269B | 0% |
| Annual Yield % from dividends | 1.57 | 1.09 | 144% |
| Returns for 1 year | 0.87 | 9.11 | 10% |
| Returns for 3 years | 35.62 | 40.59 | 88% |
| Returns for 5 years | 39.56 | 36.96 | 107% |
| Returns for 10 years | N/A | 70.07 | - |
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