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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Sep 09, 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: 259B vs. MBAIX (449M). MBAIX pays higher dividends than CLBAX: MBAIX (2.17) vs CLBAX (1.80). 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 : 11.72 vs. MBAIX (4.19). CLBAX return over 5 years is better than : 42.50 vs. MBAIX (16.39).
| 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 | 11.803 | 7.448 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.80 | 2.17 | 83% |
| Returns for 1 year | 11.72 | 4.19 | 280% |
| Returns for 3 years | 38.19 | 18.95 | 202% |
| Returns for 5 years | 42.50 | 16.39 | 259% |
| Returns for 10 years | 89.77 | 16.68 | 538% |
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