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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$39.47
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Nov 14, 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: 268B vs. MBAIX (450M). MBAIX pays higher dividends than CLBAX: MBAIX (2.14) vs CLBAX (1.73). 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 : 9.96 vs. MBAIX (2.29). CLBAX return over 5 years is better than : 43.13 vs. MBAIX (12.66).
| 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 | 16.246 | 9.336 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 450M | 59,556% |
| Annual Yield % from dividends | 1.73 | 2.14 | 81% |
| Returns for 1 year | 9.96 | 2.29 | 435% |
| Returns for 3 years | 44.29 | 20.74 | 214% |
| Returns for 5 years | 43.13 | 12.66 | 341% |
| Returns for 10 years | 90.70 | 17.69 | 513% |
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