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ALABX vs RLEFX
ALABX vs RLEFX Comparison
Open Charts ALABX vs RLEFX
ALPS/Smith Balanced Opportunity A
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets12.75M
American Funds American Balanced R5E
Price$38.47
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ALABX vs RLEFX Comparison Chart in %
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ALABX vs. RLEFX commentary
Sep 29, 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 ALABX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. ALABX (12.7M). RLEFX pays higher dividends than ALABX: RLEFX (1.97) vs ALABX (1.57). ALABX was incepted earlier than RLEFX: ALABX (5 years) vs RLEFX (10 years). ALABX (2.63) is less costly to investors than RLEFX (0.39). ALABX is a more actively managed with annual turnover of: 131.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ALABX: RLEFX (250) vs ALABX (2500). RLEFX annual gain was more profitable for investors over the last year : 8.31 vs. ALABX (-0.34). RLEFX return over 5 years is better than : 45.69 vs. ALABX (41.88).
| ALABX | RLEFX | ALABX / RLEFX | |
| Total Expense Ratio | 1.15 | 0.39 | 295% |
| Annual Report Gross Expense Ratio | 2.63 | 0.39 | 674% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.799 | 13.317 | 66% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 263B | 0% |
| Annual Yield % from dividends | 1.57 | 1.97 | 80% |
| Returns for 1 year | -0.34 | 8.31 | -4% |
| Returns for 3 years | 39.44 | 52.20 | 76% |
| Returns for 5 years | 41.88 | 45.69 | 92% |
| Returns for 10 years | 25.19 | N/A | - |
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