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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
BlackRock Balanced Institutional
Price$26.96
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.69B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Jul 27, 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: 254B vs. MACPX (1.69B). MACPX pays higher dividends than CLBAX: MACPX (3.78) vs CLBAX (1.84). CLBAX was incepted earlier than MACPX: CLBAX (23 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: 127.00 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 : 10.23 vs. MACPX (6.53). CLBAX return over 5 years is better than : 41.42 vs. MACPX (23.79).
| CLBAX | MACPX | CLBAX / MACPX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 23 years | 52 years | - |
| Gain YTD | 9.013 | 5.466 | 165% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.69B | 15,038% |
| Annual Yield % from dividends | 1.84 | 3.78 | 49% |
| Returns for 1 year | 10.23 | 6.53 | 157% |
| Returns for 3 years | 35.76 | 32.40 | 110% |
| Returns for 5 years | 41.42 | 23.79 | 174% |
| Returns for 10 years | 77.58 | 32.75 | 237% |
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