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ABPZX vs RLEFX
ABPZX vs RLEFX Comparison
Open Charts ABPZX vs RLEFX
AB Sustainable Thematic Balanced Port Z
Price$12.66
Change-$0.35 (-2.69%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
ABPZX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. ABPZX (83.4M). RLEFX pays higher dividends than ABPZX: RLEFX (2.06) vs ABPZX (1.51). ABPZX was incepted earlier than RLEFX: ABPZX (4 years) vs RLEFX (10 years). ABPZX (0.94) is less costly to investors than RLEFX (0.39). ABPZX is a more actively managed with annual turnover of: 51.00 vs. RLEFX (44.00). ABPZX has a lower initial minimum investment than RLEFX: ABPZX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. ABPZX (5.35).
| ABPZX | RLEFX | ABPZX / RLEFX | |
| Total Expense Ratio | 0.76 | 0.39 | 195% |
| Annual Report Gross Expense Ratio | 0.94 | 0.39 | 241% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -0.472 | 2.483 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 270B | 0% |
| Annual Yield % from dividends | 1.51 | 2.06 | 74% |
| Returns for 1 year | 5.35 | 11.56 | 46% |
| Returns for 3 years | 21.16 | 37.57 | 56% |
| Returns for 5 years | N/A | 36.72 | - |
| Returns for 10 years | N/A | 90.60 | - |
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