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ALABX vs RLEFX
ALABX vs RLEFX Comparison
Open Charts ALABX vs RLEFX
ALPS/Smith Balanced Opportunity A
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ALABX vs RLEFX Comparison Chart
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ALABX vs. RLEFX commentary
May 09, 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 ALABX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. ALABX (11.3M). RLEFX pays higher dividends than ALABX: RLEFX (2.17) vs ALABX (1.63). ALABX was incepted earlier than RLEFX: ALABX (5 years) vs RLEFX (9 years). ALABX (2.63) is less costly to investors than RLEFX (0.39). ALABX is a more actively managed with annual turnover of: 131.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ALABX: RLEFX (250) vs ALABX (2500). RLEFX annual gain was more profitable for investors over the last year : 4.93 vs. ALABX (-1.92).
| ALABX | RLEFX | ALABX / RLEFX | |
| Total Expense Ratio | 1.15 | 0.39 | 295% |
| Annual Report Gross Expense Ratio | 2.63 | 0.39 | 674% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -1.922 | 0.504 | -381% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 1.63 | 2.17 | 75% |
| Returns for 1 year | -1.92 | 4.93 | -39% |
| Returns for 3 years | 16.84 | 22.44 | 75% |
| Returns for 5 years | N/A | 37.87 | - |
| Returns for 10 years | 14.07 | N/A | - |
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