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CLBFX vs FPPRX
CLBFX vs FPPRX Comparison
Open Charts CLBFX vs FPPRX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets244.57B
MFS Prudent Investor R1
Price$12.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
CLBFX vs FPPRX Comparison Chart
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CLBFX vs. FPPRX commentary
Feb 23, 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 Hold and FPPRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B vs. FPPRX (23.3M). 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). FPPRX (9.70) and CLBFX (9.36) have marching annual gain over last year. CLBFX return over 5 years is better than : 32.87 vs. FPPRX (14.41).
| 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 | 2.894 | 5.300 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 23.3M | 1,051,502% |
| Annual Yield % from dividends | 2.39 | 0.97 | 247% |
| Returns for 1 year | 9.36 | 9.70 | 96% |
| Returns for 3 years | 19.64 | 10.98 | 179% |
| Returns for 5 years | 32.87 | 14.41 | 228% |
| Returns for 10 years | 68.67 | N/A | - |
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