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CLBFX vs FPPQX
CLBFX vs FPPQX Comparison
Open Charts CLBFX vs FPPQX
American Funds American Balanced 529F
Price$34.71
Change-$0.43 (-1.22%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R3
Price$11.89
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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CLBFX vs FPPQX Comparison Chart
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CLBFX vs. FPPQX commentary
Sep 08, 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 CLBFX is a Buy and FPPQX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 228B vs. FPPQX (33.3M). CLBFX pays higher dividends than FPPQX: CLBFX (2.39) vs FPPQX (1.63). CLBFX was incepted earlier than FPPQX: CLBFX (22 years) vs FPPQX (7 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FPPQX (60.00). FPPQX has a lower initial minimum investment than CLBFX: FPPQX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 19.01 vs. FPPQX (10.29). CLBFX return over 5 years is better than : 39.42 vs. FPPQX (16.66).
| CLBFX | FPPQX | CLBFX / FPPQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 11.027 | 4.101 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 33.3M | 684,685% |
| Annual Yield % from dividends | 2.39 | 1.63 | 147% |
| Returns for 1 year | 19.01 | 10.29 | 185% |
| Returns for 3 years | 10.93 | -0.40 | -2,762% |
| Returns for 5 years | 39.42 | 16.66 | 237% |
| Returns for 10 years | 64.56 | N/A | - |