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CLBCX vs FPPDX
CLBCX vs FPPDX Comparison
Open Charts CLBCX vs FPPDX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor B
Price$11.54
Change-$0.12 (-1.03%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPPDX Comparison Chart
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CLBCX vs. FPPDX commentary
Dec 19, 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 Hold and FPPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. FPPDX (27.7M). 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 : 11.92 vs. FPPDX (6.00). CLBCX return over 5 years is better than : 29.69 vs. FPPDX (10.67).
| 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 | 10.944 | 4.603 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 27.7M | 870,036% |
| Annual Yield % from dividends | 1.52 | 0.93 | 163% |
| Returns for 1 year | 11.92 | 6.00 | 199% |
| Returns for 3 years | 10.88 | 2.64 | 412% |
| Returns for 5 years | 29.69 | 10.67 | 278% |
| Returns for 10 years | 47.43 | N/A | - |
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