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ABPAX vs RLBFX
ABPAX vs RLBFX Comparison
Open Charts ABPAX vs RLBFX
AB Sustainable Thematic Bal Port A
Price$11.84
Change-$0.18 (-1.50%)
VolumeN/A
Net Assets85.91M
American Funds American Balanced R5
Price$34.94
Change-$0.40 (-1.13%)
VolumeN/A
Net Assets240.4B
ABPAX vs RLBFX Comparison Chart
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ABPAX vs. RLBFX commentary
May 23, 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: 240B vs. ABPAX (85.9M). RLBFX pays higher dividends than ABPAX: RLBFX (2.26) vs ABPAX (1.32). 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 : 4.59 vs. ABPAX (0.75). RLBFX return over 5 years is better than : 39.65 vs. ABPAX (14.14).
| 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 | -0.661 | 1.988 | -33% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 240B | 0% |
| Annual Yield % from dividends | 1.32 | 2.26 | 58% |
| Returns for 1 year | 0.75 | 4.59 | 16% |
| Returns for 3 years | 13.28 | 24.32 | 55% |
| Returns for 5 years | 14.14 | 39.65 | 36% |
| Returns for 10 years | 14.02 | 54.88 | 26% |
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