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ALCBX vs RLEFX
ALCBX vs RLEFX Comparison
Open Charts ALCBX vs RLEFX
ALPS/Smith Balanced Opportunity C
Price$12.91
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets12.67M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
ALCBX vs RLEFX Comparison Chart in %
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ALCBX vs. RLEFX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. ALCBX (12.7M). RLEFX pays higher dividends than ALCBX: RLEFX (2.06) vs ALCBX (1.23). 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 (44.00) and RLEFX (44.00) have comparable annual turnover. 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 : 11.56 vs. ALCBX (4.93). RLEFX return over 5 years is better than : 36.72 vs. ALCBX (21.47).
| 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 | 3.446 | 2.483 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 270B | 0% |
| Annual Yield % from dividends | 1.23 | 2.06 | 60% |
| Returns for 1 year | 4.93 | 11.56 | 43% |
| Returns for 3 years | 22.85 | 37.57 | 61% |
| Returns for 5 years | 21.47 | 36.72 | 58% |
| Returns for 10 years | 12.10 | 90.60 | 13% |
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