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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Jan 16, 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MBAIX (458M). MBAIX pays higher dividends than CLBAX: MBAIX (2.23) vs CLBAX (1.94). CLBAX was incepted earlier than MBAIX: CLBAX (24 years) vs MBAIX (37 years). MBAIX (0.83) is less costly to investors than CLBAX (0.58). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MBAIX: CLBAX (250) vs MBAIX (1000000). CLBAX annual gain was more profitable for investors over the last year : 14.23 vs. MBAIX (7.75). CLBAX return over 5 years is better than : 38.44 vs. MBAIX (5.95).
| CLBAX | MBAIX | CLBAX / MBAIX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 2.326 | 1.899 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 458M | 58,952% |
| Annual Yield % from dividends | 1.94 | 2.23 | 87% |
| Returns for 1 year | 14.23 | 7.75 | 184% |
| Returns for 3 years | 37.73 | 18.02 | 209% |
| Returns for 5 years | 38.44 | 5.95 | 646% |
| Returns for 10 years | 101.82 | 30.77 | 331% |
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