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ABPAX vs RLBGX
ABPAX vs RLBGX Comparison
Open Charts ABPAX vs RLBGX
AB Sustainable Thematic Bal Port A
Price$11.84
Change-$0.18 (-1.50%)
VolumeN/A
Net Assets85.91M
American Funds American Balanced R6
Price$34.91
Change-$0.39 (-1.10%)
VolumeN/A
Net Assets240.4B
ABPAX vs RLBGX Comparison Chart
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ABPAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. ABPAX (85.9M). RLBGX pays higher dividends than ABPAX: RLBGX (2.31) vs ABPAX (1.32). ABPAX was incepted earlier than RLBGX: ABPAX (22 years) vs RLBGX (16 years). ABPAX (1.22) is less costly to investors than RLBGX (0.25). ABPAX is a more actively managed with annual turnover of: 53.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than ABPAX: RLBGX (250) vs ABPAX (2500). RLBGX annual gain was more profitable for investors over the last year : 4.68 vs. ABPAX (0.75). RLBGX return over 5 years is better than : 39.98 vs. ABPAX (14.14).
| ABPAX | RLBGX | ABPAX / RLBGX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.22 | 0.25 | 488% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | -0.661 | 2.032 | -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 | 2.31 | 57% |
| Returns for 1 year | 0.75 | 4.68 | 16% |
| Returns for 3 years | 13.28 | 24.49 | 54% |
| Returns for 5 years | 14.14 | 39.98 | 35% |
| Returns for 10 years | 14.02 | 55.25 | 25% |
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