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ABPYX vs RLBAX
ABPYX vs RLBAX Comparison
Open Charts ABPYX vs RLBAX
AB Sustainable Thematic Bal Port Advisor
Price$11.81
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets83.88M
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
ABPYX vs RLBAX Comparison Chart
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ABPYX vs. RLBAX commentary
May 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 ABPYX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. ABPYX (83.9M). ABPYX pays higher dividends than RLBAX: ABPYX (1.59) vs RLBAX (1.28). ABPYX was incepted earlier than RLBAX: ABPYX (22 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than ABPYX (0.92). ABPYX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). ABPYX has a lower initial minimum investment than RLBAX: ABPYX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 3.43 vs. ABPYX (-0.10). RLBAX return over 5 years is better than : 32.37 vs. ABPYX (13.28).
| ABPYX | RLBAX | ABPYX / RLBAX | |
| Total Expense Ratio | 0.75 | 1.31 | 57% |
| Annual Report Gross Expense Ratio | 0.92 | 1.31 | 70% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -3.197 | 0.096 | -3,346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.9M | 234B | 0% |
| Annual Yield % from dividends | 1.59 | 1.28 | 124% |
| Returns for 1 year | -0.10 | 3.43 | -3% |
| Returns for 3 years | 11.05 | 19.38 | 57% |
| Returns for 5 years | 13.28 | 32.37 | 41% |
| Returns for 10 years | 14.15 | 44.68 | 32% |