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ABPYX vs RLBFX
ABPYX vs RLBFX Comparison
Open Charts ABPYX vs RLBFX
AB Sustainable Thematic Bal Port Advisor
Price$11.39
Change-$0.36 (-3.06%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
ABPYX vs RLBFX Comparison Chart
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ABPYX vs. RLBFX commentary
Apr 04, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. ABPYX (84.9M). RLBFX pays higher dividends than ABPYX: RLBFX (2.26) vs ABPYX (1.58). ABPYX was incepted earlier than RLBFX: ABPYX (22 years) vs RLBFX (23 years). ABPYX (0.92) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ABPYX (53.00). ABPYX has a lower initial minimum investment than RLBFX: ABPYX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 1.68 vs. ABPYX (-0.02). RLBFX return over 5 years is better than : 48.03 vs. ABPYX (19.58).
| ABPYX | RLBFX | ABPYX / RLBFX | |
| Total Expense Ratio | 0.75 | 0.30 | 250% |
| Annual Report Gross Expense Ratio | 0.92 | 0.30 | 307% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -3.689 | -2.099 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.9M | 235B | 0% |
| Annual Yield % from dividends | 1.58 | 2.26 | 70% |
| Returns for 1 year | -0.02 | 1.68 | -1% |
| Returns for 3 years | -0.86 | 9.95 | -9% |
| Returns for 5 years | 19.58 | 48.03 | 41% |
| Returns for 10 years | 13.21 | 50.46 | 26% |
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