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CLBFX vs FPPRX
CLBFX vs FPPRX Comparison
Open Charts CLBFX vs FPPRX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Prudent Investor R1
Price$11.66
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets25.73M
CLBFX vs FPPRX Comparison Chart
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CLBFX vs. FPPRX commentary
Jan 19, 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 CLBFX is a Buy and FPPRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FPPRX (25.7M). 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 : 12.43 vs. FPPRX (6.20). CLBFX return over 5 years is better than : 32.62 vs. FPPRX (9.57).
| 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 | 1.958 | 1.303 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 25.7M | 933,852% |
| Annual Yield % from dividends | 2.39 | 0.97 | 247% |
| Returns for 1 year | 12.43 | 6.20 | 201% |
| Returns for 3 years | 14.37 | 4.46 | 322% |
| Returns for 5 years | 32.62 | 9.57 | 341% |
| Returns for 10 years | 72.52 | N/A | - |
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