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ABPZX vs RLEFX
ABPZX vs RLEFX Comparison
Open Charts ABPZX vs RLEFX
AB Sustainable Thematic Balanced Port Z
Price$12.82
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets84.81M
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
ABPZX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. ABPZX (84.8M). RLEFX pays higher dividends than ABPZX: RLEFX (1.86) vs ABPZX (1.49). ABPZX was incepted earlier than RLEFX: ABPZX (4 years) vs RLEFX (10 years). ABPZX (0.91) 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 : 9.35 vs. ABPZX (4.65).
| ABPZX | RLEFX | ABPZX / RLEFX | |
| Total Expense Ratio | 0.75 | 0.39 | 192% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 5.950 | 10.784 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 269B | 0% |
| Annual Yield % from dividends | 1.49 | 1.86 | 80% |
| Returns for 1 year | 4.65 | 9.35 | 50% |
| Returns for 3 years | 28.40 | 38.41 | 74% |
| Returns for 5 years | N/A | 35.69 | - |
| Returns for 10 years | N/A | 75.88 | - |
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