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CLBFX vs FPPRX
CLBFX vs FPPRX Comparison
Open Charts CLBFX vs FPPRX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R1
Price$11.52
Change-$0.13 (-1.12%)
VolumeN/A
CapitalizationN/A
CLBFX vs FPPRX Comparison Chart
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CLBFX vs. FPPRX 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 CLBFX is a Hold and FPPRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. FPPRX (27.7M). CLBFX pays higher dividends than FPPRX: CLBFX (2.39) vs FPPRX (0.97). CLBFX was incepted earlier than FPPRX: CLBFX (22 years) vs FPPRX (7 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FPPRX (60.00). FPPRX has a lower initial minimum investment than CLBFX: FPPRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 12.67 vs. FPPRX (6.11). CLBFX return over 5 years is better than : 35.48 vs. FPPRX (11.09).
| CLBFX | FPPRX | CLBFX / FPPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 11.647 | 4.617 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 27.7M | 870,036% |
| Annual Yield % from dividends | 2.39 | 0.97 | 247% |
| Returns for 1 year | 12.67 | 6.11 | 207% |
| Returns for 3 years | 13.69 | 3.04 | 451% |
| Returns for 5 years | 35.48 | 11.09 | 320% |
| Returns for 10 years | 61.86 | N/A | - |
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