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APWIX vs RLBGX
APWIX vs RLBGX Comparison
Open Charts APWIX vs RLBGX
AB Sustainable Thematic Bal Port I
Price$12.86
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets87.92M
American Funds American Balanced R6
Price$36.96
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.76B
APWIX vs RLBGX Comparison Chart in %
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APWIX vs. RLBGX commentary
Jul 23, 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: 253B vs. APWIX (87.9M). RLBGX pays higher dividends than APWIX: RLBGX (2.15) vs APWIX (1.44). 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). APWIX is a more actively managed with annual turnover of: 53.00 vs. RLBGX (44.00). 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 : 8.73 vs. APWIX (4.00). RLBGX return over 5 years is better than : 39.62 vs. APWIX (12.81).
| 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 | 3.883 | 8.494 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 253B | 0% |
| Annual Yield % from dividends | 1.44 | 2.15 | 67% |
| Returns for 1 year | 4.00 | 8.73 | 46% |
| Returns for 3 years | 17.85 | 34.64 | 52% |
| Returns for 5 years | 12.81 | 39.62 | 32% |
| Returns for 10 years | 23.87 | 67.88 | 35% |
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