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APWIX vs RLBBX
APWIX vs RLBBX Comparison
Open Charts APWIX vs RLBBX
AB Sustainable Thematic Bal Port I
Price$11.54
Change-$0.37 (-3.11%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
APWIX vs RLBBX Comparison Chart
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APWIX vs. RLBBX 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 APWIX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. APWIX (84.9M). 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 : 0.60 vs. APWIX (-0.53). RLBBX return over 5 years is better than : 41.66 vs. APWIX (19.09).
| 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 | -4.207 | -2.343 | 180% |
| 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 | 1.55 | 1.27 | 122% |
| Returns for 1 year | -0.53 | 0.60 | -88% |
| Returns for 3 years | -1.31 | 7.26 | -18% |
| Returns for 5 years | 19.09 | 41.66 | 46% |
| Returns for 10 years | 13.40 | 41.83 | 32% |
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