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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CLBAX vs MBACX Comparison Chart in %
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CLBAX vs. MBACX commentary
Feb 04, 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 MBACX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MBACX (454M). CLBAX pays higher dividends than MBACX: CLBAX (1.89) vs MBACX (0.92). CLBAX was incepted earlier than MBACX: CLBAX (24 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: 201.00 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 : 11.35 vs. MBACX (3.88). CLBAX return over 5 years is better than : 37.40 vs. MBACX (-1.32).
| CLBAX | MBACX | CLBAX / MBACX | |
| Total Expense Ratio | 0.58 | 2.09 | 28% |
| Annual Report Gross Expense Ratio | 0.58 | 2.20 | 26% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.460 | 1.836 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.89 | 0.92 | 206% |
| Returns for 1 year | 11.35 | 3.88 | 292% |
| Returns for 3 years | 36.75 | 13.28 | 277% |
| Returns for 5 years | 37.40 | -1.32 | -2,825% |
| Returns for 10 years | 100.85 | 17.84 | 565% |
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