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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
BlackRock Balanced Institutional
Price$28.22
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets1.74B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Nov 14, 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 MACPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MACPX (1.74B). MACPX pays higher dividends than CLBAX: MACPX (2.62) vs CLBAX (1.73). CLBAX was incepted earlier than MACPX: CLBAX (24 years) vs MACPX (52 years). CLBAX (0.58) and MACPX (0.56) have similar cost to investors . MACPX is a more actively managed with annual turnover of: 101.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MACPX: CLBAX (250) vs MACPX (2000000). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. MACPX (6.44). CLBAX return over 5 years is better than : 43.13 vs. MACPX (21.89).
| CLBAX | MACPX | CLBAX / MACPX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 16.246 | 11.374 | 143% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.74B | 15,451% |
| Annual Yield % from dividends | 1.73 | 2.62 | 66% |
| Returns for 1 year | 9.96 | 6.44 | 155% |
| Returns for 3 years | 44.29 | 40.58 | 109% |
| Returns for 5 years | 43.13 | 21.89 | 197% |
| Returns for 10 years | 90.70 | 43.02 | 211% |
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