Ad is loading...
Ad is loading...
CLBCX vs FPPVX
CLBCX vs FPPVX Comparison
Open Charts CLBCX vs FPPVX
American Funds American Balanced 529C
Price$36.47
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R6
Price$11.99
Change+$0.06 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPPVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FPPVX commentary
Nov 23, 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 StrongBuy and FPPVX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. FPPVX (31.4M). 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 : 19.88 vs. FPPVX (8.16). CLBCX return over 5 years is better than : 33.76 vs. FPPVX (15.37).
| 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 | 14.157 | 4.101 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 31.4M | 757,962% |
| Annual Yield % from dividends | 1.52 | 1.92 | 79% |
| Returns for 1 year | 19.88 | 8.16 | 243% |
| Returns for 3 years | 11.01 | 1.28 | 860% |
| Returns for 5 years | 33.76 | 15.37 | 220% |
| Returns for 10 years | 51.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FGSKX | 57.82 | 0.85 | +1.49% |
| Federated Hermes MDT Mid Cap Growth R6 | |||
| PGJQX | 17.62 | 0.20 | +1.15% |
| PGIM Jennison Global Infrastructure R6 | |||
| PCPAX | 23.19 | 0.22 | +0.96% |
| PACE Large Co Value Equity A | |||
| FGILX | 20.75 | 0.14 | +0.68% |
| Fidelity Global Equity Income | |||
| RRITX | 19.66 | 0.04 | +0.20% |
| T. Rowe Price International Stock R | |||