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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Aug 18, 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 MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. MBAIX (446M). MBAIX pays higher dividends than CLBAX: MBAIX (2.22) vs CLBAX (1.82). CLBAX was incepted earlier than MBAIX: CLBAX (24 years) vs MBAIX (36 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 : 7.96 vs. MBAIX (3.25). CLBAX return over 5 years is better than : 39.83 vs. MBAIX (14.08).
| 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 | 36 years | - |
| Gain YTD | 9.747 | 5.912 | 165% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.82 | 2.22 | 82% |
| Returns for 1 year | 7.96 | 3.25 | 244% |
| Returns for 3 years | 30.56 | 13.95 | 219% |
| Returns for 5 years | 39.83 | 14.08 | 283% |
| Returns for 10 years | 78.78 | 10.13 | 777% |
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