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ABPAX vs RLBFX
ABPAX vs RLBFX Comparison
Open Charts ABPAX vs RLBFX
AB Sustainable Thematic Bal Port A
Price$12.09
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets90.85M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ABPAX vs RLBFX Comparison Chart
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ABPAX vs. RLBFX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. ABPAX (90.8M). RLBFX pays higher dividends than ABPAX: RLBFX (2.50) vs ABPAX (0.85). ABPAX was incepted earlier than RLBFX: ABPAX (21 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ABPAX (46.00). 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 : 9.54 vs. ABPAX (3.83). RLBFX return over 5 years is better than : 31.70 vs. ABPAX (1.47).
| ABPAX | RLBFX | ABPAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.083 | 2.908 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 242B | 0% |
| Annual Yield % from dividends | 0.85 | 2.50 | 34% |
| Returns for 1 year | 3.83 | 9.54 | 40% |
| Returns for 3 years | 3.19 | 18.32 | 17% |
| Returns for 5 years | 1.47 | 31.70 | 5% |
| Returns for 10 years | 15.60 | 55.11 | 28% |