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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
BlackRock Balanced Institutional
Price$28.15
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets1.75B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Feb 05, 2026
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 MACPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MACPX (1.75B). MACPX pays higher dividends than CLBAX: MACPX (2.89) vs CLBAX (1.89). CLBAX was incepted earlier than MACPX: CLBAX (24 years) vs MACPX (52 years). CLBAX (0.58) is less costly to investors than MACPX (0.55). 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 : 11.35 vs. MACPX (10.00). CLBAX return over 5 years is better than : 37.40 vs. MACPX (19.33).
| CLBAX | MACPX | CLBAX / MACPX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.55 | 105% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 2.460 | 2.625 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.75B | 15,420% |
| Annual Yield % from dividends | 1.89 | 2.89 | 65% |
| Returns for 1 year | 11.35 | 10.00 | 113% |
| Returns for 3 years | 36.75 | 33.82 | 109% |
| Returns for 5 years | 37.40 | 19.33 | 193% |
| Returns for 10 years | 100.85 | 56.84 | 177% |
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