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CLBAX vs CLBCX
CLBAX vs CLBCX Comparison
Open Charts CLBAX vs CLBCX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBAX vs CLBCX Comparison Chart in %
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CLBAX vs. CLBCX commentary
Jul 27, 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 CLBAX is a Buy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (254B) and CLBCX (254B) have equal amount of cash in the bank . CLBAX pays higher dividends than CLBCX: CLBAX (1.84) vs CLBCX (1.13). CLBAX was incepted earlier than CLBCX: CLBAX (23 years) vs CLBCX (23 years). CLBCX (1.35) is less costly to investors than CLBAX (0.58). CLBAX (44.00) and CLBCX (44.00) have comparable annual turnover. CLBAX (250) and CLBCX (250) have matching initial minimum investment requirements. CLBAX annual gain was more profitable for investors over the last year : 10.23 vs. CLBCX (9.42). CLBAX return over 5 years is better than : 41.42 vs. CLBCX (36.20).
| CLBAX | CLBCX | CLBAX / CLBCX | |
| Total Expense Ratio | 0.58 | 1.35 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.35 | 43% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.013 | 8.536 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 1.84 | 1.13 | 162% |
| Returns for 1 year | 10.23 | 9.42 | 109% |
| Returns for 3 years | 35.76 | 32.73 | 109% |
| Returns for 5 years | 41.42 | 36.20 | 114% |
| Returns for 10 years | 77.58 | 64.69 | 120% |