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ABPZX vs RLEFX
ABPZX vs RLEFX Comparison
Open Charts ABPZX vs RLEFX
AB Sustainable Thematic Balanced Port Z
Price$13.01
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets87.82M
American Funds American Balanced R5E
Price$38.93
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
ABPZX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 267B vs. ABPZX (87.8M). RLEFX pays higher dividends than ABPZX: RLEFX (1.92) vs ABPZX (1.49). ABPZX was incepted earlier than RLEFX: ABPZX (4 years) vs RLEFX (10 years). ABPZX (0.91) is less costly to investors than RLEFX (0.39). ABPZX is a more actively managed with annual turnover of: 53.00 vs. RLEFX (44.00). ABPZX has a lower initial minimum investment than RLEFX: ABPZX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 9.28 vs. ABPZX (3.83).
| ABPZX | RLEFX | ABPZX / RLEFX | |
| Total Expense Ratio | 0.75 | 0.39 | 192% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 8.017 | 14.672 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.8M | 267B | 0% |
| Annual Yield % from dividends | 1.49 | 1.92 | 78% |
| Returns for 1 year | 3.83 | 9.28 | 41% |
| Returns for 3 years | 33.51 | 53.10 | 63% |
| Returns for 5 years | N/A | 43.13 | - |
| Returns for 10 years | N/A | N/A | - |
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