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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Jul 27, 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: 254B vs. MBAIX (447M). 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 : 10.23 vs. MBAIX (4.59). CLBAX return over 5 years is better than : 41.42 vs. MBAIX (16.51).
| 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 | 9.013 | 5.778 | 156% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 447M | 56,823% |
| Annual Yield % from dividends | 1.84 | 2.22 | 83% |
| Returns for 1 year | 10.23 | 4.59 | 223% |
| Returns for 3 years | 35.76 | 18.74 | 191% |
| Returns for 5 years | 41.42 | 16.51 | 251% |
| Returns for 10 years | 77.58 | 11.15 | 696% |
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