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ABPYX vs CLBAX
ABPYX vs CLBAX Comparison
Open Charts ABPYX vs CLBAX
AB Sustainable Thematic Bal Port Advisor
Price$12.98
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets87.82M
American Funds American Balanced 529A
Price$38.55
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
ABPYX vs CLBAX Comparison Chart in %
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ABPYX vs. CLBAX commentary
Sep 18, 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 StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. ABPYX (87.8M). CLBAX pays higher dividends than ABPYX: CLBAX (1.80) vs ABPYX (1.44). 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 : 9.51 vs. ABPYX (2.61). CLBAX return over 5 years is better than : 44.40 vs. ABPYX (14.09).
| 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 | 6.803 | 13.212 | 51% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.8M | 263B | 0% |
| Annual Yield % from dividends | 1.44 | 1.80 | 80% |
| Returns for 1 year | 2.61 | 9.51 | 27% |
| Returns for 3 years | 24.92 | 44.00 | 57% |
| Returns for 5 years | 14.09 | 44.40 | 32% |
| Returns for 10 years | 29.75 | 92.06 | 32% |
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