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ABPAX vs RLBFX
ABPAX vs RLBFX Comparison
Open Charts ABPAX vs RLBFX
AB Sustainable Thematic Bal Port A
Price$12.10
Change-$0.16 (-1.31%)
VolumeN/A
Net Assets87.03M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ABPAX vs RLBFX Comparison Chart
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ABPAX vs. RLBFX commentary
Jun 15, 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: 244B vs. ABPAX (87M). RLBFX pays higher dividends than ABPAX: RLBFX (2.18) vs ABPAX (1.27). 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 : 5.61 vs. ABPAX (2.09). RLBFX return over 5 years is better than : 40.09 vs. ABPAX (13.32).
| 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 | 1.322 | 4.560 | 29% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 244B | 0% |
| Annual Yield % from dividends | 1.27 | 2.18 | 58% |
| Returns for 1 year | 2.09 | 5.61 | 37% |
| Returns for 3 years | 21.02 | 33.66 | 62% |
| Returns for 5 years | 13.32 | 40.09 | 33% |
| Returns for 10 years | 17.50 | 60.51 | 29% |
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