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ABPAX vs CLBAX
ABPAX vs CLBAX Comparison
Open Charts ABPAX vs CLBAX
AB Sustainable Thematic Bal Port A
Price$12.83
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
ABPAX vs CLBAX Comparison Chart in %
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ABPAX vs. CLBAX commentary
Dec 27, 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 ABPAX is a Buy and CLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. ABPAX (84.8M). CLBAX pays higher dividends than ABPAX: CLBAX (1.70) vs ABPAX (1.17). ABPAX was incepted earlier than CLBAX: ABPAX (22 years) vs CLBAX (24 years). ABPAX (1.22) is less costly to investors than CLBAX (0.58). ABPAX is a more actively managed with annual turnover of: 51.00 vs. CLBAX (44.00). ABPAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than ABPAX: CLBAX (250) vs ABPAX (2500). CLBAX annual gain was more profitable for investors over the last year : 9.15 vs. ABPAX (4.65). CLBAX return over 5 years is better than : 36.56 vs. ABPAX (7.07).
| ABPAX | CLBAX | ABPAX / CLBAX | |
| Total Expense Ratio | 1.00 | 0.58 | 172% |
| Annual Report Gross Expense Ratio | 1.22 | 0.58 | 210% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 6.033 | 10.739 | 56% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 269B | 0% |
| Annual Yield % from dividends | 1.17 | 1.70 | 69% |
| Returns for 1 year | 4.65 | 9.15 | 51% |
| Returns for 3 years | 28.25 | 38.03 | 74% |
| Returns for 5 years | 7.07 | 36.56 | 19% |
| Returns for 10 years | 26.20 | 84.88 | 31% |
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