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ABPAX vs RLBBX
ABPAX vs RLBBX Comparison
Open Charts ABPAX vs RLBBX
AB Sustainable Thematic Bal Port A
Price$11.26
Change+$0.58 (+5.43%)
VolumeN/A
Net Assets77.65M
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
ABPAX vs RLBBX Comparison Chart
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ABPAX vs. RLBBX commentary
Apr 11, 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 ABPAX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. ABPAX (77.6M). ABPAX (1.31) and RLBBX (1.27) have matching dividends . ABPAX was incepted earlier than RLBBX: ABPAX (22 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than ABPAX (1.22). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ABPAX (53.00). RLBBX has a lower initial minimum investment than ABPAX: RLBBX (250) vs ABPAX (2500). RLBBX annual gain was more profitable for investors over the last year : -4.31 vs. ABPAX (-8.74). RLBBX return over 5 years is better than : 26.14 vs. ABPAX (4.18).
| ABPAX | RLBBX | ABPAX / RLBBX | |
| Total Expense Ratio | 1.00 | 1.33 | 75% |
| Annual Report Gross Expense Ratio | 1.22 | 1.33 | 92% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -11.736 | -7.136 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 229B | 0% |
| Annual Yield % from dividends | 1.31 | 1.27 | 103% |
| Returns for 1 year | -8.74 | -4.31 | 203% |
| Returns for 3 years | -7.77 | 3.16 | -246% |
| Returns for 5 years | 4.18 | 26.14 | 16% |
| Returns for 10 years | 1.23 | 34.16 | 4% |
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