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CLBCX vs FPPVX
CLBCX vs FPPVX Comparison
Open Charts CLBCX vs FPPVX
American Funds American Balanced 529C
Price$35.31
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets241.31B
MFS Prudent Investor R6
Price$12.02
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets25.34M
CLBCX vs FPPVX Comparison Chart
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CLBCX vs. FPPVX commentary
Feb 06, 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 FPPVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. FPPVX (25.3M). FPPVX pays higher dividends than CLBCX: FPPVX (1.92) vs CLBCX (1.52). CLBCX was incepted earlier than FPPVX: CLBCX (23 years) vs FPPVX (7 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPPVX (60.00). FPPVX has a lower initial minimum investment than CLBCX: FPPVX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 10.56 vs. FPPVX (8.96). CLBCX return over 5 years is better than : 27.41 vs. FPPVX (16.38).
| CLBCX | FPPVX | CLBCX / FPPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.885 | 3.359 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 25.3M | 952,569% |
| Annual Yield % from dividends | 1.52 | 1.92 | 79% |
| Returns for 1 year | 10.56 | 8.96 | 118% |
| Returns for 3 years | 13.93 | 8.75 | 159% |
| Returns for 5 years | 27.41 | 16.38 | 167% |
| Returns for 10 years | 56.58 | N/A | - |
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