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ABPZX vs CLBCX
ABPZX vs CLBCX Comparison
Open Charts ABPZX vs CLBCX
AB Sustainable Thematic Balanced Port Z
Price$12.82
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets84.81M
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
ABPZX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ABPZX (84.8M). ABPZX pays higher dividends than CLBCX: ABPZX (1.49) vs CLBCX (1.02). 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: 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 : 8.57 vs. ABPZX (4.65).
| 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 | 5.950 | 10.024 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 269B | 0% |
| Annual Yield % from dividends | 1.49 | 1.02 | 145% |
| Returns for 1 year | 4.65 | 8.57 | 54% |
| Returns for 3 years | 28.40 | 34.81 | 82% |
| Returns for 5 years | N/A | 31.60 | - |
| Returns for 10 years | N/A | 72.29 | - |
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