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CLBCX vs FPPVX
CLBCX vs FPPVX Comparison
Open Charts CLBCX vs FPPVX
American Funds American Balanced 529C
Price$34.78
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R6
Price$11.67
Change+$0.04 (+0.34%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPPVX Comparison Chart
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CLBCX vs. FPPVX commentary
Dec 25, 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 Buy and FPPVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. FPPVX (27.9M). 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 : 10.58 vs. FPPVX (5.59). CLBCX return over 5 years is better than : 27.83 vs. FPPVX (14.32).
| 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 | 10.126 | 5.131 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 27.9M | 853,047% |
| Annual Yield % from dividends | 1.52 | 1.92 | 79% |
| Returns for 1 year | 10.58 | 5.59 | 189% |
| Returns for 3 years | 8.70 | 3.53 | 247% |
| Returns for 5 years | 27.83 | 14.32 | 194% |
| Returns for 10 years | 53.73 | N/A | - |
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