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APWIX vs RLBGX
APWIX vs RLBGX Comparison
Open Charts APWIX vs RLBGX
AB Sustainable Thematic Bal Port I
Price$12.68
Change-$0.12 (-0.94%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
APWIX vs RLBGX Comparison Chart
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APWIX vs. RLBGX commentary
Nov 17, 2024
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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. APWIX (95.5M). RLBGX pays higher dividends than APWIX: RLBGX (2.55) vs APWIX (1.05). APWIX was incepted earlier than RLBGX: APWIX (20 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. APWIX (46.00). APWIX has a lower initial minimum investment than RLBGX: APWIX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 21.31 vs. APWIX (14.06). RLBGX return over 5 years is better than : 36.78 vs. APWIX (7.54).
| APWIX | RLBGX | APWIX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 7.095 | 14.385 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 236B | 0% |
| Annual Yield % from dividends | 1.05 | 2.55 | 41% |
| Returns for 1 year | 14.06 | 21.31 | 66% |
| Returns for 3 years | -6.41 | 11.30 | -57% |
| Returns for 5 years | 7.54 | 36.78 | 21% |
| Returns for 10 years | 21.94 | 53.54 | 41% |