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ABPAX vs RLBFX
ABPAX vs RLBFX Comparison
Open Charts ABPAX vs RLBFX
AB Sustainable Thematic Bal Port A
Price$12.61
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets87.9M
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ABPAX vs RLBFX Comparison Chart in %
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ABPAX vs. RLBFX commentary
Aug 16, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. ABPAX (87.9M). RLBFX pays higher dividends than ABPAX: RLBFX (2.08) vs ABPAX (1.21). ABPAX was incepted earlier than RLBFX: ABPAX (22 years) vs RLBFX (23 years). ABPAX (1.22) is less costly to investors than RLBFX (0.29). ABPAX is a more actively managed with annual turnover of: 53.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than ABPAX: RLBFX (250) vs ABPAX (2500). RLBFX annual gain was more profitable for investors over the last year : 8.29 vs. ABPAX (1.90). RLBFX return over 5 years is better than : 39.76 vs. ABPAX (10.75).
| ABPAX | RLBFX | ABPAX / RLBFX | |
| Total Expense Ratio | 1.00 | 0.29 | 345% |
| Annual Report Gross Expense Ratio | 1.22 | 0.29 | 421% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 4.380 | 9.922 | 44% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 256B | 0% |
| Annual Yield % from dividends | 1.21 | 2.08 | 58% |
| Returns for 1 year | 1.90 | 8.29 | 23% |
| Returns for 3 years | 10.47 | 30.56 | 34% |
| Returns for 5 years | 10.75 | 39.76 | 27% |
| Returns for 10 years | 21.63 | 69.21 | 31% |
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