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ABPCX vs CLBAX
ABPCX vs CLBAX Comparison
Open Charts ABPCX vs CLBAX
AB Sustainable Thematic Bal Port C
Price$12.90
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets87.61M
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ABPCX vs CLBAX Comparison Chart in %
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ABPCX vs. CLBAX commentary
Oct 08, 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 ABPCX is a Hold and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. ABPCX (87.6M). CLBAX pays higher dividends than ABPCX: CLBAX (1.76) vs ABPCX (0.08). ABPCX was incepted earlier than CLBAX: ABPCX (22 years) vs CLBAX (24 years). ABPCX (2.00) is less costly to investors than CLBAX (0.58). ABPCX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than ABPCX: CLBAX (250) vs ABPCX (2500). CLBAX annual gain was more profitable for investors over the last year : 9.98 vs. ABPCX (3.36). CLBAX return over 5 years is better than : 44.30 vs. ABPCX (9.13).
| ABPCX | CLBAX | ABPCX / CLBAX | |
| Total Expense Ratio | 1.75 | 0.58 | 302% |
| Annual Report Gross Expense Ratio | 2.00 | 0.58 | 345% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 6.854 | 14.420 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.6M | 266B | 0% |
| Annual Yield % from dividends | 0.08 | 1.76 | 4% |
| Returns for 1 year | 3.36 | 9.98 | 34% |
| Returns for 3 years | 28.10 | 51.86 | 54% |
| Returns for 5 years | 9.13 | 44.30 | 21% |
| Returns for 10 years | 19.53 | 89.16 | 22% |
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