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ABPZX vs CLBCX
ABPZX vs CLBCX Comparison
Open Charts ABPZX vs CLBCX
AB Sustainable Thematic Balanced Port Z
Price$12.66
Change-$0.35 (-2.69%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
ABPZX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ABPZX (83.4M). ABPZX pays higher dividends than CLBCX: ABPZX (1.51) vs CLBCX (1.19). ABPZX was incepted earlier than CLBCX: ABPZX (4 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than ABPZX (0.94). ABPZX is a more actively managed with annual turnover of: 51.00 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 : 10.51 vs. ABPZX (5.35).
| ABPZX | CLBCX | ABPZX / CLBCX | |
| Total Expense Ratio | 0.76 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.94 | 1.35 | 70% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | -0.472 | 2.375 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 270B | 0% |
| Annual Yield % from dividends | 1.51 | 1.19 | 128% |
| Returns for 1 year | 5.35 | 10.51 | 51% |
| Returns for 3 years | 21.16 | 33.67 | 63% |
| Returns for 5 years | N/A | 32.27 | - |
| Returns for 10 years | N/A | 86.26 | - |
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