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APWIX vs RLEFX
APWIX vs RLEFX Comparison
Open Charts APWIX vs RLEFX
AB Sustainable Thematic Bal Port I
Price$12.94
Change-$0.35 (-2.63%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
APWIX vs RLEFX Comparison Chart in %
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APWIX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. APWIX (83.4M). RLEFX pays higher dividends than APWIX: RLEFX (2.06) vs APWIX (1.47). APWIX was incepted earlier than RLEFX: APWIX (21 years) vs RLEFX (10 years). APWIX (0.97) is less costly to investors than RLEFX (0.39). APWIX is a more actively managed with annual turnover of: 51.00 vs. RLEFX (44.00). APWIX has a lower initial minimum investment than RLEFX: APWIX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. APWIX (5.39). RLEFX return over 5 years is better than : 36.72 vs. APWIX (6.13).
| APWIX | RLEFX | APWIX / RLEFX | |
| Total Expense Ratio | 0.76 | 0.39 | 195% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | -0.385 | 2.483 | -15% |
| 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 | 2.06 | 71% |
| Returns for 1 year | 5.39 | 11.56 | 47% |
| Returns for 3 years | 21.28 | 37.57 | 57% |
| Returns for 5 years | 6.13 | 36.72 | 17% |
| Returns for 10 years | 33.55 | 90.60 | 37% |
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