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ABPZX vs CLBCX
ABPZX vs CLBCX Comparison
Open Charts ABPZX vs CLBCX
AB Sustainable Thematic Balanced Port Z
Price$13.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets87.17M
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
ABPZX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ABPZX (87.2M). ABPZX pays higher dividends than CLBCX: ABPZX (1.49) vs CLBCX (1.06). 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 : 7.87 vs. ABPZX (2.87).
| 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 | 7.438 | 13.912 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 266B | 0% |
| Annual Yield % from dividends | 1.49 | 1.06 | 142% |
| Returns for 1 year | 2.87 | 7.87 | 36% |
| Returns for 3 years | 31.10 | 47.86 | 65% |
| Returns for 5 years | N/A | 38.56 | - |
| Returns for 10 years | N/A | 74.34 | - |
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