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ABPYX vs CLBAX
ABPYX vs CLBAX Comparison
Open Charts ABPYX vs CLBAX
AB Sustainable Thematic Bal Port Advisor
Price$13.09
Change+$0.18 (+1.39%)
VolumeN/A
Net Assets86.07M
American Funds American Balanced 529A
Price$38.83
Change+$0.57 (+1.49%)
VolumeN/A
Net Assets261.29B
ABPYX vs CLBAX Comparison Chart in %
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ABPYX vs. CLBAX commentary
Oct 14, 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 ABPYX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 261B vs. ABPYX (86.1M). CLBAX pays higher dividends than ABPYX: CLBAX (1.76) vs ABPYX (1.41). ABPYX was incepted earlier than CLBAX: ABPYX (22 years) vs CLBAX (24 years). ABPYX (0.92) is less costly to investors than CLBAX (0.58). ABPYX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). ABPYX has a lower initial minimum investment than CLBAX: ABPYX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.56 vs. ABPYX (1.43). CLBAX return over 5 years is better than : 43.39 vs. ABPYX (11.95).
| ABPYX | CLBAX | ABPYX / CLBAX | |
| Total Expense Ratio | 0.75 | 0.58 | 129% |
| Annual Report Gross Expense Ratio | 0.92 | 0.58 | 159% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.820 | 14.361 | 41% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.1M | 261B | 0% |
| Annual Yield % from dividends | 1.41 | 1.76 | 80% |
| Returns for 1 year | 1.43 | 8.56 | 17% |
| Returns for 3 years | 33.09 | 54.11 | 61% |
| Returns for 5 years | 11.95 | 43.39 | 28% |
| Returns for 10 years | 27.00 | 87.37 | 31% |
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