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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Dec 04, 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 StrongBuy and MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MBAIX (454M). MBAIX pays higher dividends than CLBAX: MBAIX (2.10) vs CLBAX (1.70). 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 : 9.31 vs. MBAIX (1.58). CLBAX return over 5 years is better than : 40.94 vs. MBAIX (10.43).
| 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 | 16.599 | 9.772 | 170% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.70 | 2.10 | 81% |
| Returns for 1 year | 9.31 | 1.58 | 590% |
| Returns for 3 years | 40.94 | 18.92 | 216% |
| Returns for 5 years | 40.94 | 10.43 | 392% |
| Returns for 10 years | 86.94 | 15.92 | 546% |
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