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ABPAX vs CLBAX
ABPAX vs CLBAX Comparison
Open Charts ABPAX vs CLBAX
AB Sustainable Thematic Bal Port A
Price$12.75
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets87M
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
ABPAX vs CLBAX Comparison Chart in %
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ABPAX vs. CLBAX commentary
Sep 07, 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 ABPAX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. ABPAX (87M). CLBAX pays higher dividends than ABPAX: CLBAX (1.80) vs ABPAX (1.20). ABPAX was incepted earlier than CLBAX: ABPAX (22 years) vs CLBAX (24 years). ABPAX (1.22) is less costly to investors than CLBAX (0.58). ABPAX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). ABPAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than ABPAX: CLBAX (250) vs ABPAX (2500). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. ABPAX (2.39). CLBAX return over 5 years is better than : 41.54 vs. ABPAX (11.36).
| ABPAX | CLBAX | ABPAX / CLBAX | |
| Total Expense Ratio | 1.00 | 0.58 | 172% |
| Annual Report Gross Expense Ratio | 1.22 | 0.58 | 210% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.041 | 11.362 | 44% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 258B | 0% |
| Annual Yield % from dividends | 1.20 | 1.80 | 67% |
| Returns for 1 year | 2.39 | 9.95 | 24% |
| Returns for 3 years | 20.79 | 40.92 | 51% |
| Returns for 5 years | 11.36 | 41.54 | 27% |
| Returns for 10 years | 25.33 | 88.47 | 29% |