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APWIX vs CLBAX
APWIX vs CLBAX Comparison
Open Charts APWIX vs CLBAX
AB Sustainable Thematic Bal Port I
Price$13.10
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
APWIX vs CLBAX Comparison Chart in %
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APWIX vs. CLBAX commentary
Nov 20, 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 APWIX is a Hold and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. APWIX (85.6M). CLBAX pays higher dividends than APWIX: CLBAX (1.73) vs APWIX (1.37). APWIX was incepted earlier than CLBAX: APWIX (21 years) vs CLBAX (24 years). APWIX (0.95) is less costly to investors than CLBAX (0.58). APWIX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). APWIX has a lower initial minimum investment than CLBAX: APWIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.81 vs. APWIX (5.25). CLBAX return over 5 years is better than : 39.86 vs. APWIX (10.08).
| APWIX | CLBAX | APWIX / CLBAX | |
| Total Expense Ratio | 0.75 | 0.58 | 129% |
| Annual Report Gross Expense Ratio | 0.95 | 0.58 | 164% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 6.472 | 13.743 | 47% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 264B | 0% |
| Annual Yield % from dividends | 1.37 | 1.73 | 79% |
| Returns for 1 year | 5.25 | 8.81 | 60% |
| Returns for 3 years | 23.89 | 41.33 | 58% |
| Returns for 5 years | 10.08 | 39.86 | 25% |
| Returns for 10 years | 28.08 | 82.79 | 34% |
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