CLBAX
Price
$38.32
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
MACPX
Price
$28.15
Change
+$0.09 (+0.32%)
Updated
Feb 3 closing price
Net Assets
1.75B
Interact to see
Advertisement

CLBAX vs MACPX

Header iconCLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPXBanner chart's image
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 %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CLBAXMACPXCLBAX / MACPX
Total Expense Ratio0.580.54107%
Annual Report Gross Expense Ratio0.580.55105%
Fund Existence24 years52 years-
Gain YTD2.4602.62594%
Front Load4%N/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets270B1.75B15,420%
Annual Yield % from dividends1.892.8965%
Returns for 1 year11.3510.00113%
Returns for 3 years36.7533.82109%
Returns for 5 years37.4019.33193%
Returns for 10 years100.8556.84177%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IBGK23.440.05
+0.22%
iShares iBonds Dec 2054 Term Trsy ETF
BBSB99.01N/A
N/A
JPMorgan BetaBuilders U.S. TrsBd1-3YrETF
FMHI48.10N/A
N/A
First Trust Municipal High Income ETF
FCAL49.57-0.05
-0.10%
First Trust California Muni Hi Inc ETF
VO296.70-0.70
-0.24%
Vanguard Mid-Cap ETF