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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MBAIX (446M). MBAIX pays higher dividends than CLBAX: MBAIX (2.22) vs CLBAX (1.84). CLBAX was incepted earlier than MBAIX: CLBAX (23 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 : 7.84 vs. MBAIX (6.23). CLBAX return over 5 years is better than : 43.26 vs. MBAIX (18.33).
| CLBAX | MBAIX | CLBAX / MBAIX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 8.073 | 5.010 | 161% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.84 | 2.22 | 83% |
| Returns for 1 year | 7.84 | 6.23 | 126% |
| Returns for 3 years | 36.14 | 19.89 | 182% |
| Returns for 5 years | 43.26 | 18.33 | 236% |
| Returns for 10 years | 77.55 | 9.53 | 814% |
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