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ABPZX vs CLBCX
ABPZX vs CLBCX Comparison
Open Charts ABPZX vs CLBCX
AB Sustainable Thematic Balanced Port Z
Price$13.01
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets87.82M
American Funds American Balanced 529C
Price$38.93
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
ABPZX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 267B vs. ABPZX (87.8M). ABPZX pays higher dividends than CLBCX: ABPZX (1.49) vs CLBCX (1.06). 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 : 8.23 vs. ABPZX (3.83).
| 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 | 8.017 | 13.795 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.8M | 267B | 0% |
| Annual Yield % from dividends | 1.49 | 1.06 | 142% |
| Returns for 1 year | 3.83 | 8.23 | 46% |
| Returns for 3 years | 33.51 | 49.57 | 68% |
| Returns for 5 years | N/A | 38.46 | - |
| Returns for 10 years | N/A | 75.30 | - |
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