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CLBAX vs CLBFX
CLBAX vs CLBFX Comparison
Open Charts CLBAX vs CLBFX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
CLBAX vs CLBFX Comparison Chart in %
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CLBAX vs. CLBFX commentary
Sep 26, 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX (263B) and CLBFX (263B) have equal amount of cash in the bank . CLBFX pays higher dividends than CLBAX: CLBFX (1.94) vs CLBAX (1.80). CLBAX was incepted earlier than CLBFX: CLBAX (24 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CLBAX (0.58). CLBAX (44.00) and CLBFX (44.00) have comparable annual turnover. CLBAX (250) and CLBFX (250) have matching initial minimum investment requirements. CLBFX (7.92) and CLBAX (7.84) have marching annual gain over last year. CLBFX (46.68) and CLBAX (45.55) have equivalent 5 years return.
| CLBAX | CLBFX | CLBAX / CLBFX | |
| Total Expense Ratio | 0.58 | 0.67 | 87% |
| Annual Report Gross Expense Ratio | 0.58 | 0.67 | 87% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 12.537 | 12.614 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 263B | 100% |
| Annual Yield % from dividends | 1.80 | 1.94 | 92% |
| Returns for 1 year | 7.84 | 7.92 | 99% |
| Returns for 3 years | 50.80 | 51.39 | 99% |
| Returns for 5 years | 45.55 | 46.68 | 98% |
| Returns for 10 years | 95.19 | 98.98 | 96% |
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