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ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$13.46
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced R5E
Price$39.72
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
ALCBX vs RLEFX Comparison Chart in %
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ALCBX vs. RLEFX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 271B vs. ALCBX (12.9M). RLEFX pays higher dividends than ALCBX: RLEFX (1.86) vs ALCBX (1.16). ALCBX was incepted earlier than RLEFX: ALCBX (5 years) vs RLEFX (10 years). ALCBX (3.33) is less costly to investors than RLEFX (0.39). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLEFX (44.00). 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 : 9.49 vs. ALCBX (-1.03). RLEFX return over 5 years is better than : 40.25 vs. ALCBX (30.59).
| ALCBX | RLEFX | ALCBX / RLEFX | |
| Total Expense Ratio | 1.85 | 0.39 | 474% |
| Annual Report Gross Expense Ratio | 3.33 | 0.39 | 854% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 11.592 | 16.793 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 271B | 0% |
| Annual Yield % from dividends | 1.16 | 1.86 | 62% |
| Returns for 1 year | -1.03 | 9.49 | -11% |
| Returns for 3 years | 28.92 | 40.99 | 71% |
| Returns for 5 years | 30.59 | 40.25 | 76% |
| Returns for 10 years | 18.02 | 76.50 | 24% |
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