Ad is loading...
ABPAX vs RLBFX
ABPAX vs RLBFX Comparison
Open Charts ABPAX vs RLBFX
AB Sustainable Thematic Bal Port A
Price$11.26
Change+$0.58 (+5.43%)
VolumeN/A
Net Assets77.65M
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
ABPAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABPAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 217B vs. ABPAX (77.6M). RLBFX pays higher dividends than ABPAX: RLBFX (2.26) vs ABPAX (1.31). ABPAX was incepted earlier than RLBFX: ABPAX (22 years) vs RLBFX (23 years). ABPAX (1.22) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ABPAX (53.00). 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 : -3.29 vs. ABPAX (-8.74). RLBFX return over 5 years is better than : 31.81 vs. ABPAX (4.18).
| ABPAX | RLBFX | ABPAX / RLBFX | |
| Total Expense Ratio | 1.00 | 0.30 | 333% |
| Annual Report Gross Expense Ratio | 1.22 | 0.30 | 407% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -11.736 | -6.886 | 170% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 217B | 0% |
| Annual Yield % from dividends | 1.31 | 2.26 | 58% |
| Returns for 1 year | -8.74 | -3.29 | 265% |
| Returns for 3 years | -7.77 | 5.75 | -135% |
| Returns for 5 years | 4.18 | 31.81 | 13% |
| Returns for 10 years | 1.23 | 42.36 | 3% |
View a ticker or compare two or three
VS
VS
Ad is loading...