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APWIX vs CLBAX
APWIX vs CLBAX Comparison
Open Charts APWIX vs CLBAX
AB Sustainable Thematic Bal Port I
Price$13.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets87.19M
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
APWIX vs CLBAX Comparison Chart in %
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APWIX vs. CLBAX commentary
Oct 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 APWIX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. APWIX (87.2M). CLBAX pays higher dividends than APWIX: CLBAX (1.76) vs APWIX (1.39). 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 : 8.72 vs. APWIX (2.88). CLBAX return over 5 years is better than : 43.96 vs. APWIX (13.72).
| 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 | 7.443 | 14.656 | 51% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 265B | 0% |
| Annual Yield % from dividends | 1.39 | 1.76 | 79% |
| Returns for 1 year | 2.88 | 8.72 | 33% |
| Returns for 3 years | 31.41 | 51.33 | 61% |
| Returns for 5 years | 13.72 | 43.96 | 31% |
| Returns for 10 years | 29.67 | 88.01 | 34% |
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