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ABPZX vs RLEFX
ABPZX vs RLEFX Comparison
Open Charts ABPZX vs RLEFX
AB Sustainable Thematic Balanced Port Z
Price$12.41
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets87.7M
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.05B
ABPZX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 250B vs. ABPZX (87.7M). RLEFX pays higher dividends than ABPZX: RLEFX (2.09) vs ABPZX (1.61). 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 : 7.82 vs. ABPZX (3.44).
| 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 | 2.562 | 7.107 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 250B | 0% |
| Annual Yield % from dividends | 1.61 | 2.09 | 77% |
| Returns for 1 year | 3.44 | 7.82 | 44% |
| Returns for 3 years | 21.22 | 34.76 | 61% |
| Returns for 5 years | N/A | 44.26 | - |
| Returns for 10 years | N/A | N/A | - |
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