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APWIX vs RLBGX
APWIX vs RLBGX Comparison
Open Charts APWIX vs RLBGX
AB Sustainable Thematic Bal Port I
Price$11.54
Change-$0.37 (-3.11%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
APWIX vs RLBGX Comparison Chart
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APWIX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. APWIX (84.9M). 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 : 1.70 vs. APWIX (-0.53). RLBGX return over 5 years is better than : 48.29 vs. APWIX (19.09).
| 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 | -4.207 | -2.089 | 201% |
| 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 | 2.31 | 67% |
| Returns for 1 year | -0.53 | 1.70 | -31% |
| Returns for 3 years | -1.31 | 10.05 | -13% |
| Returns for 5 years | 19.09 | 48.29 | 40% |
| Returns for 10 years | 13.40 | 50.83 | 26% |
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