Interact to see
Advertisement
Advertisement
ABPZX vs RLEFX
ABPZX vs RLEFX Comparison
Open Charts ABPZX vs RLEFX
AB Sustainable Thematic Balanced Port Z
Price$12.82
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced R5E
Price$38.68
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
ABPZX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 264B vs. ABPZX (85.6M). RLEFX pays higher dividends than ABPZX: RLEFX (1.89) vs ABPZX (1.47). 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 : 9.02 vs. ABPZX (5.28).
| 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 | 6.529 | 13.936 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 264B | 0% |
| Annual Yield % from dividends | 1.47 | 1.89 | 78% |
| Returns for 1 year | 5.28 | 9.02 | 59% |
| Returns for 3 years | 23.67 | 41.38 | 57% |
| Returns for 5 years | N/A | 39.18 | - |
| Returns for 10 years | N/A | 72.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement