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ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$11.46
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets10.92M
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
ALCBX vs RLEFX Comparison Chart
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ALCBX vs. RLEFX commentary
Apr 24, 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: 225B vs. ALCBX (10.9M). RLEFX pays higher dividends than ALCBX: RLEFX (2.16) vs ALCBX (0.87). ALCBX was incepted earlier than RLEFX: ALCBX (5 years) vs RLEFX (9 years). ALCBX (2.72) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (131.00). 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 : 2.84 vs. ALCBX (-6.54).
| ALCBX | RLEFX | ALCBX / RLEFX | |
| Total Expense Ratio | 1.86 | 0.40 | 465% |
| Annual Report Gross Expense Ratio | 2.72 | 0.40 | 680% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -7.497 | -3.738 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 225B | 0% |
| Annual Yield % from dividends | 0.87 | 2.16 | 40% |
| Returns for 1 year | -6.54 | 2.84 | -230% |
| Returns for 3 years | 2.25 | 12.56 | 18% |
| Returns for 5 years | N/A | 34.75 | - |
| Returns for 10 years | -1.73 | N/A | - |
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