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APWIX vs RLBGX
APWIX vs RLBGX Comparison
Open Charts APWIX vs RLBGX
AB Sustainable Thematic Bal Port I
Price$13.32
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets85.76M
American Funds American Balanced R6
Price$39.90
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
APWIX vs RLBGX Comparison Chart in %
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APWIX vs. RLBGX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. APWIX (85.8M). RLBGX pays higher dividends than APWIX: RLBGX (1.98) vs APWIX (1.38). APWIX was incepted earlier than RLBGX: APWIX (21 years) vs RLBGX (17 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 : 10.16 vs. APWIX (4.07). RLBGX return over 5 years is better than : 40.93 vs. APWIX (9.90).
| APWIX | RLBGX | APWIX / RLBGX | |
| Total Expense Ratio | 0.75 | 0.25 | 300% |
| Annual Report Gross Expense Ratio | 0.95 | 0.25 | 380% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 7.767 | 17.483 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.8M | 269B | 0% |
| Annual Yield % from dividends | 1.38 | 1.98 | 70% |
| Returns for 1 year | 4.07 | 10.16 | 40% |
| Returns for 3 years | 21.06 | 42.22 | 50% |
| Returns for 5 years | 9.90 | 40.93 | 24% |
| Returns for 10 years | 29.85 | 79.05 | 38% |
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