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CLBCX vs FPPDX
CLBCX vs FPPDX Comparison
Open Charts CLBCX vs FPPDX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
MFS Prudent Investor B
Price$12.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
CLBCX vs FPPDX Comparison Chart
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CLBCX vs. FPPDX 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 Buy and FPPDX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 245B vs. FPPDX (23.3M). CLBCX pays higher dividends than FPPDX: CLBCX (1.52) vs FPPDX (0.93). CLBCX was incepted earlier than FPPDX: CLBCX (23 years) vs FPPDX (7 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPPDX (60.00). CLBCX has a lower initial minimum investment than FPPDX: CLBCX (250) vs FPPDX (1000). FPPDX annual gain was more profitable for investors over the last year : 9.87 vs. CLBCX (8.39). CLBCX return over 5 years is better than : 26.92 vs. FPPDX (14.16).
| CLBCX | FPPDX | CLBCX / FPPDX | |
| 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 | 5.377 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 23.3M | 1,051,502% |
| Annual Yield % from dividends | 1.52 | 0.93 | 163% |
| Returns for 1 year | 8.39 | 9.87 | 85% |
| Returns for 3 years | 16.44 | 10.64 | 155% |
| Returns for 5 years | 26.92 | 14.16 | 190% |
| Returns for 10 years | 53.37 | N/A | - |
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