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APWIX vs RLBGX
APWIX vs RLBGX Comparison
Open Charts APWIX vs RLBGX
AB Sustainable Thematic Bal Port I
Price$12.94
Change-$0.35 (-2.63%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced R6
Price$38.44
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
APWIX vs RLBGX Comparison Chart in %
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APWIX vs. RLBGX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. APWIX (83.4M). RLBGX pays higher dividends than APWIX: RLBGX (2.18) vs APWIX (1.47). APWIX was incepted earlier than RLBGX: APWIX (21 years) vs RLBGX (17 years). APWIX (0.97) is less costly to investors than RLBGX (0.25). APWIX is a more actively managed with annual turnover of: 51.00 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 : 11.74 vs. APWIX (5.39). RLBGX return over 5 years is better than : 37.59 vs. APWIX (6.13).
| APWIX | RLBGX | APWIX / RLBGX | |
| Total Expense Ratio | 0.76 | 0.25 | 304% |
| Annual Report Gross Expense Ratio | 0.97 | 0.25 | 388% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | -0.385 | 2.479 | -16% |
| 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 | 1.47 | 2.18 | 67% |
| Returns for 1 year | 5.39 | 11.74 | 46% |
| Returns for 3 years | 21.28 | 38.20 | 56% |
| Returns for 5 years | 6.13 | 37.59 | 16% |
| Returns for 10 years | 33.55 | 92.40 | 36% |
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