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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
BlackRock Balanced Institutional
Price$27.99
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets1.72B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MACPX (1.72B). MACPX pays higher dividends than CLBAX: MACPX (2.64) vs CLBAX (1.76). 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 : 8.72 vs. MACPX (4.46). CLBAX return over 5 years is better than : 43.96 vs. MACPX (21.86).
| 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 | 14.656 | 9.496 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.72B | 15,438% |
| Annual Yield % from dividends | 1.76 | 2.64 | 66% |
| Returns for 1 year | 8.72 | 4.46 | 196% |
| Returns for 3 years | 51.33 | 46.95 | 109% |
| Returns for 5 years | 43.96 | 21.86 | 201% |
| Returns for 10 years | 88.01 | 39.38 | 224% |