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ABPYX vs CLBAX
ABPYX vs CLBAX Comparison
Open Charts ABPYX vs CLBAX
AB Sustainable Thematic Bal Port Advisor
Price$12.92
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets84.73M
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
ABPYX vs CLBAX Comparison Chart in %
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ABPYX vs. CLBAX commentary
Dec 25, 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 ABPYX is a Buy and CLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. ABPYX (84.7M). CLBAX pays higher dividends than ABPYX: CLBAX (1.70) vs ABPYX (1.40). ABPYX was incepted earlier than CLBAX: ABPYX (22 years) vs CLBAX (24 years). ABPYX (0.92) is less costly to investors than CLBAX (0.58). ABPYX is a more actively managed with annual turnover of: 51.00 vs. CLBAX (44.00). ABPYX has a lower initial minimum investment than CLBAX: ABPYX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.19 vs. ABPYX (4.62). CLBAX return over 5 years is better than : 36.41 vs. ABPYX (8.11).
| ABPYX | CLBAX | ABPYX / CLBAX | |
| Total Expense Ratio | 0.75 | 0.58 | 129% |
| Annual Report Gross Expense Ratio | 0.92 | 0.58 | 159% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.902 | 10.621 | 56% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.7M | 269B | 0% |
| Annual Yield % from dividends | 1.40 | 1.70 | 82% |
| Returns for 1 year | 4.62 | 9.19 | 50% |
| Returns for 3 years | 28.43 | 37.64 | 76% |
| Returns for 5 years | 8.11 | 36.41 | 22% |
| Returns for 10 years | 28.81 | 85.38 | 34% |
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