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ALIBX vs RLEFX
ALIBX vs RLEFX Comparison
Open Charts ALIBX vs RLEFX
ALPS/Smith Balanced Opportunity I
Price$13.26
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets12.78M
American Funds American Balanced R5E
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
ALIBX vs RLEFX Comparison Chart in %
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ALIBX vs. RLEFX commentary
Oct 09, 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 ALIBX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. ALIBX (12.8M). RLEFX pays higher dividends than ALIBX: RLEFX (1.92) vs ALIBX (1.62). ALIBX was incepted earlier than RLEFX: ALIBX (5 years) vs RLEFX (10 years). ALIBX (2.64) is less costly to investors than RLEFX (0.39). ALIBX is a more actively managed with annual turnover of: 131.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ALIBX: RLEFX (250) vs ALIBX (2500). RLEFX annual gain was more profitable for investors over the last year : 10.15 vs. ALIBX (1.26). RLEFX return over 5 years is better than : 43.64 vs. ALIBX (38.97).
| ALIBX | RLEFX | ALIBX / RLEFX | |
| Total Expense Ratio | 1.15 | 0.39 | 295% |
| Annual Report Gross Expense Ratio | 2.64 | 0.39 | 677% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.791 | 15.085 | 65% |
| 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 | 266B | 0% |
| Annual Yield % from dividends | 1.62 | 1.92 | 84% |
| Returns for 1 year | 1.26 | 10.15 | 12% |
| Returns for 3 years | 39.86 | 52.58 | 76% |
| Returns for 5 years | 38.97 | 43.64 | 89% |
| Returns for 10 years | N/A | N/A | - |
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