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ALIBX vs RLEFX
ALIBX vs RLEFX Comparison
Open Charts ALIBX vs RLEFX
ALPS/Smith Balanced Opportunity I
Price$13.04
Change-$0.18 (-1.36%)
VolumeN/A
Net Assets12.63M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
ALIBX vs RLEFX Comparison Chart in %
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ALIBX 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 ALIBX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. ALIBX (12.6M). RLEFX pays higher dividends than ALIBX: RLEFX (2.06) vs ALIBX (1.60). 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 (44.00) and RLEFX (44.00) have comparable annual turnover. 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 : 11.56 vs. ALIBX (5.43). RLEFX return over 5 years is better than : 36.72 vs. ALIBX (26.26).
| 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 | 3.407 | 2.483 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 270B | 0% |
| Annual Yield % from dividends | 1.60 | 2.06 | 78% |
| Returns for 1 year | 5.43 | 11.56 | 47% |
| Returns for 3 years | 25.79 | 37.57 | 69% |
| Returns for 5 years | 26.26 | 36.72 | 71% |
| Returns for 10 years | N/A | 90.60 | - |
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