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ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$13.36
Change-$0.14 (-1.04%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
ALCBX vs RLEFX Comparison Chart
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ALCBX vs. RLEFX commentary
Nov 18, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. ALCBX (12.8M). 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). ALCBX (21.51) and RLEFX (21.09) have marching annual gain over last year.
| 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 | 15.170 | 14.211 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 236B | 0% |
| Annual Yield % from dividends | 0.91 | 2.42 | 38% |
| Returns for 1 year | 21.51 | 21.09 | 102% |
| Returns for 3 years | 11.42 | 10.95 | 104% |
| Returns for 5 years | N/A | 35.95 | - |
| Returns for 10 years | 17.64 | N/A | - |