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CLBCX vs FPPDX
CLBCX vs FPPDX Comparison
Open Charts CLBCX vs FPPDX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
MFS Prudent Investor B
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets25.73M
CLBCX vs FPPDX Comparison Chart
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CLBCX vs. FPPDX 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 FPPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FPPDX (25.7M). 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). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. FPPDX (6.09). CLBCX return over 5 years is better than : 26.62 vs. FPPDX (9.16).
| 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 | 1.894 | 1.214 | 156% |
| 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 | 0.93 | 163% |
| Returns for 1 year | 11.42 | 6.09 | 188% |
| Returns for 3 years | 11.24 | 4.06 | 277% |
| Returns for 5 years | 26.62 | 9.16 | 291% |
| Returns for 10 years | 56.78 | N/A | - |
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