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ABPZX vs RLEFX
ABPZX vs RLEFX Comparison
Open Charts ABPZX vs RLEFX
AB Sustainable Thematic Balanced Port Z
Price$12.99
Change-$0.15 (-1.14%)
VolumeN/A
Net Assets87.4M
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ABPZX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. ABPZX (87.4M). RLEFX pays higher dividends than ABPZX: RLEFX (1.89) vs ABPZX (1.47). 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: 53.00 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 : 8.96 vs. ABPZX (4.42).
| 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 | 7.355 | 14.996 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 269B | 0% |
| Annual Yield % from dividends | 1.47 | 1.89 | 78% |
| Returns for 1 year | 4.42 | 8.96 | 49% |
| Returns for 3 years | 24.75 | 43.39 | 57% |
| Returns for 5 years | N/A | 40.71 | - |
| Returns for 10 years | N/A | N/A | - |
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