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ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$12.14
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets11.6M
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
ALCBX vs RLEFX Comparison Chart
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ALCBX vs. RLEFX commentary
Jun 07, 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 ALCBX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. ALCBX (11.6M). RLEFX pays higher dividends than ALCBX: RLEFX (2.09) vs ALCBX (0.85). ALCBX was incepted earlier than RLEFX: ALCBX (5 years) vs RLEFX (10 years). ALCBX (3.33) is less costly to investors than RLEFX (0.39). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ALCBX: RLEFX (250) vs ALCBX (2500). RLEFX annual gain was more profitable for investors over the last year : 7.31 vs. ALCBX (-2.79).
| ALCBX | RLEFX | ALCBX / RLEFX | |
| Total Expense Ratio | 1.85 | 0.39 | 474% |
| Annual Report Gross Expense Ratio | 3.33 | 0.39 | 854% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 0.226 | 4.776 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 243B | 0% |
| Annual Yield % from dividends | 0.85 | 2.09 | 41% |
| Returns for 1 year | -2.79 | 7.31 | -38% |
| Returns for 3 years | 13.04 | 22.75 | 57% |
| Returns for 5 years | N/A | 35.83 | - |
| Returns for 10 years | 8.07 | N/A | - |