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APWIX vs RLBGX
APWIX vs RLBGX Comparison
Open Charts APWIX vs RLBGX
AB Sustainable Thematic Bal Port I
Price$11.57
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets80.77M
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
APWIX vs RLBGX Comparison Chart
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APWIX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. APWIX (80.8M). RLBGX pays higher dividends than APWIX: RLBGX (2.31) vs APWIX (1.55). APWIX was incepted earlier than RLBGX: APWIX (20 years) vs RLBGX (16 years). APWIX (0.95) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. APWIX (53.00). 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 : 4.54 vs. APWIX (-1.86). RLBGX return over 5 years is better than : 37.73 vs. APWIX (10.16).
| APWIX | RLBGX | APWIX / RLBGX | |
| Total Expense Ratio | 0.75 | 0.25 | 300% |
| Annual Report Gross Expense Ratio | 0.95 | 0.25 | 380% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | -7.605 | -1.417 | 537% |
| 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 | 2.31 | 67% |
| Returns for 1 year | -1.86 | 4.54 | -41% |
| Returns for 3 years | 0.41 | 15.43 | 3% |
| Returns for 5 years | 10.16 | 37.73 | 27% |
| Returns for 10 years | 8.43 | 50.06 | 17% |
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