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ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$12.53
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets12.71M
American Funds American Balanced R5E
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
ALCBX vs RLEFX Comparison Chart
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ALCBX vs. RLEFX commentary
Jan 31, 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: 241B vs. ALCBX (12.7M). 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 annual gain was more profitable for investors over the last year : 12.30 vs. ALCBX (6.27).
| 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 | 2.669 | 3.120 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 241B | 0% |
| Annual Yield % from dividends | 0.91 | 2.42 | 38% |
| Returns for 1 year | 6.27 | 12.30 | 51% |
| Returns for 3 years | 8.17 | 15.20 | 54% |
| Returns for 5 years | N/A | 34.94 | - |
| Returns for 10 years | 7.46 | N/A | - |
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