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CLBAX vs LKBAX
CLBAX vs LKBAX Comparison
Open Charts CLBAX vs LKBAX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBAX vs LKBAX Comparison Chart in %
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CLBAX vs. LKBAX commentary
Sep 09, 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: 259B vs. LKBAX (115M). CLBAX pays higher dividends than LKBAX: CLBAX (1.80) vs LKBAX (1.32). CLBAX was incepted earlier than LKBAX: CLBAX (24 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 : 11.72 vs. LKBAX (6.42). CLBAX return over 5 years is better than : 42.50 vs. LKBAX (19.63).
| CLBAX | LKBAX | CLBAX / LKBAX | |
| Total Expense Ratio | 0.58 | 0.80 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 1.02 | 57% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 11.803 | 7.179 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 115M | 225,217% |
| Annual Yield % from dividends | 1.80 | 1.32 | 136% |
| Returns for 1 year | 11.72 | 6.42 | 183% |
| Returns for 3 years | 38.19 | 17.69 | 216% |
| Returns for 5 years | 42.50 | 19.63 | 216% |
| Returns for 10 years | 89.77 | 61.17 | 147% |
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