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CLBCX vs FPPAX
CLBCX vs FPPAX Comparison
Open Charts CLBCX vs FPPAX
American Funds American Balanced 529C
Price$36.55
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor A
Price$12.16
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
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CLBCX vs FPPAX Comparison Chart
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CLBCX vs. FPPAX commentary
Oct 18, 2024
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 StrongBuy and FPPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 239B vs. FPPAX (32.6M). 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). CLBCX annual gain was more profitable for investors over the last year : 24.29 vs. FPPAX (14.39). CLBCX return over 5 years is better than : 38.06 vs. FPPAX (17.26).
| 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 | 14.597 | 6.026 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 32.6M | 733,129% |
| Annual Yield % from dividends | 1.52 | 1.61 | 95% |
| Returns for 1 year | 24.29 | 14.39 | 169% |
| Returns for 3 years | 13.35 | 2.33 | 574% |
| Returns for 5 years | 38.06 | 17.26 | 220% |
| Returns for 10 years | 61.41 | N/A | - |
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