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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CLBAX vs MBNAX Comparison Chart in %
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CLBAX vs. MBNAX commentary
Sep 08, 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 MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. MBNAX (449M). MBNAX pays higher dividends than CLBAX: MBNAX (1.94) vs CLBAX (1.80). CLBAX was incepted earlier than MBNAX: CLBAX (24 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than CLBAX (0.58). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX initial investment is less costly to investors than MBNAX (3%) vs MBNAX (3%). CLBAX has a lower initial minimum investment than MBNAX: CLBAX (250) vs MBNAX (15000). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. MBNAX (3.23). CLBAX return over 5 years is better than : 41.54 vs. MBNAX (14.67).
| CLBAX | MBNAX | CLBAX / MBNAX | |
| Total Expense Ratio | 0.58 | 1.08 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 11.362 | 7.277 | 156% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.80 | 1.94 | 93% |
| Returns for 1 year | 9.95 | 3.23 | 308% |
| Returns for 3 years | 40.92 | 20.87 | 196% |
| Returns for 5 years | 41.54 | 14.67 | 283% |
| Returns for 10 years | 88.47 | 14.09 | 628% |
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