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CLBAX vs LKBAX
CLBAX vs LKBAX Comparison
Open Charts CLBAX vs LKBAX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBAX vs LKBAX Comparison Chart in %
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CLBAX vs. LKBAX commentary
Jul 28, 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 LKBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. LKBAX (117M). CLBAX pays higher dividends than LKBAX: CLBAX (1.84) vs LKBAX (1.34). CLBAX was incepted earlier than LKBAX: CLBAX (23 years) vs LKBAX (28 years). LKBAX (1.02) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). CLBAX has a lower initial minimum investment than LKBAX: CLBAX (250) vs LKBAX (2000). CLBAX annual gain was more profitable for investors over the last year : 10.23 vs. LKBAX (6.92). CLBAX return over 5 years is better than : 41.42 vs. LKBAX (24.38).
| CLBAX | LKBAX | CLBAX / LKBAX | |
| Total Expense Ratio | 0.58 | 0.80 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 1.02 | 57% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 9.013 | 7.033 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 117M | 217,094% |
| Annual Yield % from dividends | 1.84 | 1.34 | 137% |
| Returns for 1 year | 10.23 | 6.92 | 148% |
| Returns for 3 years | 35.76 | 20.58 | 174% |
| Returns for 5 years | 41.42 | 24.38 | 170% |
| Returns for 10 years | 77.58 | 53.25 | 146% |
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