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CLBCX vs FPPAX
CLBCX vs FPPAX Comparison
Open Charts CLBCX vs FPPAX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
MFS Prudent Investor A
Price$11.76
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets25.73M
CLBCX vs FPPAX Comparison Chart
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CLBCX vs. FPPAX commentary
Jan 19, 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 Buy and FPPAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FPPAX (25.7M). 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 : 11.42 vs. FPPAX (6.95). CLBCX return over 5 years is better than : 26.62 vs. FPPAX (12.49).
| 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 | 1.894 | 1.292 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 25.7M | 933,852% |
| Annual Yield % from dividends | 1.52 | 1.61 | 95% |
| Returns for 1 year | 11.42 | 6.95 | 164% |
| Returns for 3 years | 11.24 | 5.65 | 199% |
| Returns for 5 years | 26.62 | 12.49 | 213% |
| Returns for 10 years | 56.78 | N/A | - |
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