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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$38.82
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Oct 16, 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 Hold and MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. MBAIX (448M). MBAIX pays higher dividends than CLBAX: MBAIX (2.14) vs CLBAX (1.76). 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 : 8.15 vs. MBAIX (1.88). CLBAX return over 5 years is better than : 43.65 vs. MBAIX (14.88).
| 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 | 14.332 | 8.195 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 448M | 59,152% |
| Annual Yield % from dividends | 1.76 | 2.14 | 82% |
| Returns for 1 year | 8.15 | 1.88 | 433% |
| Returns for 3 years | 54.07 | 28.30 | 191% |
| Returns for 5 years | 43.65 | 14.88 | 293% |
| Returns for 10 years | 87.33 | 14.75 | 592% |
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