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ALIBX vs RLEFX
ALIBX vs RLEFX Comparison
Open Charts ALIBX vs RLEFX
ALPS/Smith Balanced Opportunity I
Price$12.72
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets12.41M
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
ALIBX vs RLEFX Comparison Chart in %
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ALIBX vs. RLEFX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. ALIBX (12.4M). RLEFX pays higher dividends than ALIBX: RLEFX (1.86) 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 : 9.35 vs. ALIBX (4.21). RLEFX return over 5 years is better than : 35.69 vs. ALIBX (26.96).
| 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 | 5.658 | 10.784 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 269B | 0% |
| Annual Yield % from dividends | 1.62 | 1.86 | 87% |
| Returns for 1 year | 4.21 | 9.35 | 45% |
| Returns for 3 years | 29.48 | 38.41 | 77% |
| Returns for 5 years | 26.96 | 35.69 | 76% |
| Returns for 10 years | N/A | 75.88 | - |
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