Interact to see
Advertisement
Advertisement
CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBAX vs MBACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBACX commentary
Jul 06, 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 MBACX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MBACX (446M). CLBAX pays higher dividends than MBACX: CLBAX (1.84) vs MBACX (0.93). CLBAX was incepted earlier than MBACX: CLBAX (23 years) vs MBACX (23 years). MBACX (2.20) is less costly to investors than CLBAX (0.58). MBACX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MBACX: CLBAX (250) vs MBACX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. MBACX (4.83). CLBAX return over 5 years is better than : 43.26 vs. MBACX (11.06).
| CLBAX | MBACX | CLBAX / MBACX | |
| Total Expense Ratio | 0.58 | 2.09 | 28% |
| Annual Report Gross Expense Ratio | 0.58 | 2.20 | 26% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.073 | 4.346 | 186% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.84 | 0.93 | 198% |
| Returns for 1 year | 7.84 | 4.83 | 162% |
| Returns for 3 years | 36.14 | 15.37 | 235% |
| Returns for 5 years | 43.26 | 11.06 | 391% |
| Returns for 10 years | 77.55 | -0.37 | -20,882% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers