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ABPAX vs CLBAX
ABPAX vs CLBAX Comparison
Open Charts ABPAX vs CLBAX
AB Sustainable Thematic Bal Port A
Price$12.66
Change-$0.32 (-2.47%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
ABPAX vs CLBAX Comparison Chart in %
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ABPAX vs. CLBAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. ABPAX (83.4M). CLBAX pays higher dividends than ABPAX: CLBAX (1.89) vs ABPAX (1.24). ABPAX was incepted earlier than CLBAX: ABPAX (22 years) vs CLBAX (24 years). ABPAX (1.25) 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 : 11.35 vs. ABPAX (5.15). CLBAX return over 5 years is better than : 37.40 vs. ABPAX (4.64).
| ABPAX | CLBAX | ABPAX / CLBAX | |
| Total Expense Ratio | 1.01 | 0.58 | 174% |
| Annual Report Gross Expense Ratio | 1.25 | 0.58 | 216% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -0.472 | 2.460 | -19% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 270B | 0% |
| Annual Yield % from dividends | 1.24 | 1.89 | 65% |
| Returns for 1 year | 5.15 | 11.35 | 45% |
| Returns for 3 years | 20.36 | 36.75 | 55% |
| Returns for 5 years | 4.64 | 37.40 | 12% |
| Returns for 10 years | 30.09 | 100.85 | 30% |
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