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CLBCX vs FPPAX
CLBCX vs FPPAX Comparison
Open Charts CLBCX vs FPPAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Prudent Investor A
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
CLBCX vs FPPAX Comparison Chart
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CLBCX vs. FPPAX commentary
Feb 23, 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 CLBCX is a Hold and FPPAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FPPAX (23.3M). FPPAX pays higher dividends than CLBCX: FPPAX (1.61) vs CLBCX (1.52). CLBCX was incepted earlier than FPPAX: CLBCX (23 years) vs FPPAX (7 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPPAX (60.00). CLBCX has a lower initial minimum investment than FPPAX: CLBCX (250) vs FPPAX (1000). FPPAX annual gain was more profitable for investors over the last year : 10.62 vs. CLBCX (8.39). CLBCX return over 5 years is better than : 26.92 vs. FPPAX (17.71).
| CLBCX | FPPAX | CLBCX / FPPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.768 | 5.512 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 23.3M | 1,038,627% |
| Annual Yield % from dividends | 1.52 | 1.61 | 95% |
| Returns for 1 year | 8.39 | 10.62 | 79% |
| Returns for 3 years | 16.44 | 12.37 | 133% |
| Returns for 5 years | 26.92 | 17.71 | 152% |
| Returns for 10 years | 53.37 | N/A | - |
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