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APWIX vs CLBAX
APWIX vs CLBAX Comparison
Open Charts APWIX vs CLBAX
AB Sustainable Thematic Bal Port I
Price$13.05
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets87M
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
APWIX vs CLBAX Comparison Chart in %
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APWIX vs. CLBAX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. APWIX (87M). CLBAX pays higher dividends than APWIX: CLBAX (1.80) vs APWIX (1.41). 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 : 9.95 vs. APWIX (2.99). CLBAX return over 5 years is better than : 41.54 vs. APWIX (13.28).
| 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 | 5.583 | 11.362 | 49% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 258B | 0% |
| Annual Yield % from dividends | 1.41 | 1.80 | 79% |
| Returns for 1 year | 2.99 | 9.95 | 30% |
| Returns for 3 years | 22.29 | 40.92 | 54% |
| Returns for 5 years | 13.28 | 41.54 | 32% |
| Returns for 10 years | 28.99 | 88.47 | 33% |
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