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AFMBX vs CLBAX
AFMBX vs CLBAX Comparison
Open Charts AFMBX vs CLBAX
American Funds American Balanced F3
Price$37.12
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
American Funds American Balanced 529A
Price$37.05
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
AFMBX vs CLBAX Comparison Chart in %
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AFMBX vs. CLBAX commentary
Jul 29, 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 AFMBX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (254B) and CLBAX (254B) have equal amount of cash in the bank . AFMBX pays higher dividends than CLBAX: AFMBX (2.15) vs CLBAX (1.84). AFMBX was incepted earlier than CLBAX: AFMBX (9 years) vs CLBAX (23 years). CLBAX (0.58) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and CLBAX (44.00) have comparable annual turnover. CLBAX has a lower initial minimum investment than AFMBX: CLBAX (250) vs AFMBX (1000000). AFMBX (9.30) and CLBAX (8.95) have marching annual gain over last year. AFMBX (40.06) and CLBAX (39.83) have equivalent 5 years return.
| AFMBX | CLBAX | AFMBX / CLBAX | |
| Total Expense Ratio | 0.25 | 0.58 | 43% |
| Annual Report Gross Expense Ratio | 0.25 | 0.58 | 43% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.001 | 8.807 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 2.15 | 1.84 | 117% |
| Returns for 1 year | 9.30 | 8.95 | 104% |
| Returns for 3 years | 32.16 | 32.01 | 100% |
| Returns for 5 years | 40.06 | 39.83 | 101% |
| Returns for 10 years | N/A | 76.04 | - |
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