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ABPZX vs CLBCX
ABPZX vs CLBCX Comparison
Open Charts ABPZX vs CLBCX
AB Sustainable Thematic Balanced Port Z
Price$12.82
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
ABPZX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. ABPZX (85.6M). ABPZX pays higher dividends than CLBCX: ABPZX (1.47) vs CLBCX (1.04). ABPZX was incepted earlier than CLBCX: ABPZX (4 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than ABPZX (0.91). ABPZX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). ABPZX has a lower initial minimum investment than CLBCX: ABPZX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.99 vs. ABPZX (5.28).
| ABPZX | CLBCX | ABPZX / CLBCX | |
| Total Expense Ratio | 0.75 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.91 | 1.35 | 67% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 6.529 | 12.947 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 264B | 0% |
| Annual Yield % from dividends | 1.47 | 1.04 | 142% |
| Returns for 1 year | 5.28 | 7.99 | 66% |
| Returns for 3 years | 23.67 | 38.12 | 62% |
| Returns for 5 years | N/A | 34.64 | - |
| Returns for 10 years | N/A | 69.55 | - |