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APWIX vs RLBBX
APWIX vs RLBBX Comparison
Open Charts APWIX vs RLBBX
AB Sustainable Thematic Bal Port I
Price$11.57
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets80.77M
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
APWIX vs RLBBX Comparison Chart
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APWIX vs. RLBBX commentary
Apr 25, 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 APWIX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. APWIX (80.8M). APWIX pays higher dividends than RLBBX: APWIX (1.55) vs RLBBX (1.27). APWIX was incepted earlier than RLBBX: APWIX (20 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than APWIX (0.95). RLBBX is a more actively managed with annual turnover of: 171.00 vs. APWIX (53.00). APWIX has a lower initial minimum investment than RLBBX: APWIX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 3.40 vs. APWIX (-1.86). RLBBX return over 5 years is better than : 31.54 vs. APWIX (10.16).
| APWIX | RLBBX | APWIX / RLBBX | |
| Total Expense Ratio | 0.75 | 1.33 | 56% |
| Annual Report Gross Expense Ratio | 0.95 | 1.33 | 71% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -7.605 | -1.755 | 433% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8M | 227B | 0% |
| Annual Yield % from dividends | 1.55 | 1.27 | 122% |
| Returns for 1 year | -1.86 | 3.40 | -55% |
| Returns for 3 years | 0.41 | 12.44 | 3% |
| Returns for 5 years | 10.16 | 31.54 | 32% |
| Returns for 10 years | 8.43 | 41.09 | 21% |