Ad is loading...
ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$13.27
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ALCBX vs RLEFX Comparison Chart
Loading...
ALCBX vs. RLEFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. ALCBX (13.4M). RLEFX pays higher dividends than ALCBX: RLEFX (2.42) vs ALCBX (0.91). ALCBX was incepted earlier than RLEFX: ALCBX (4 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (74.00). RLEFX has a lower initial minimum investment than ALCBX: RLEFX (250) vs ALCBX (2500). RLEFX (24.64) and ALCBX (24.21) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.23 vs. ALCBX (18.03).
| ALCBX | RLEFX | ALCBX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 14.453 | 14.180 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 236B | 0% |
| Annual Yield % from dividends | 0.91 | 2.42 | 38% |
| Returns for 1 year | 24.21 | 24.64 | 98% |
| Returns for 3 years | 14.56 | 15.33 | 95% |
| Returns for 5 years | 18.03 | 40.23 | 45% |
| Returns for 10 years | 17.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...