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ABPZX vs CLBCX
ABPZX vs CLBCX Comparison
Open Charts ABPZX vs CLBCX
AB Sustainable Thematic Balanced Port Z
Price$12.99
Change-$0.15 (-1.14%)
VolumeN/A
Net Assets87.4M
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ABPZX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ABPZX (87.4M). ABPZX pays higher dividends than CLBCX: ABPZX (1.47) vs CLBCX (1.04). ABPZX was incepted earlier than CLBCX: ABPZX (4 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than ABPZX (0.91). ABPZX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). ABPZX has a lower initial minimum investment than CLBCX: ABPZX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.92 vs. ABPZX (4.42).
| ABPZX | CLBCX | ABPZX / CLBCX | |
| Total Expense Ratio | 0.75 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.91 | 1.35 | 67% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 7.355 | 14.029 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 269B | 0% |
| Annual Yield % from dividends | 1.47 | 1.04 | 142% |
| Returns for 1 year | 4.42 | 7.92 | 56% |
| Returns for 3 years | 24.75 | 40.07 | 62% |
| Returns for 5 years | N/A | 36.11 | - |
| Returns for 10 years | N/A | 73.04 | - |
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