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ALIBX vs RLEFX
ALIBX vs RLEFX Comparison
Open Charts ALIBX vs RLEFX
ALPS/Smith Balanced Opportunity I
Price$12.92
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets12.54M
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets259.11B
ALIBX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 259B vs. ALIBX (12.5M). RLEFX pays higher dividends than ALIBX: RLEFX (1.97) vs ALIBX (1.64). 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 : 10.18 vs. ALIBX (0.91).
| 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 | 7.085 | 11.511 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 259B | 0% |
| Annual Yield % from dividends | 1.64 | 1.97 | 84% |
| Returns for 1 year | 0.91 | 10.18 | 9% |
| Returns for 3 years | 30.09 | 40.55 | 74% |
| Returns for 5 years | N/A | 40.88 | - |
| Returns for 10 years | N/A | N/A | - |
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