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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBAX vs MBNAX Comparison Chart in %
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CLBAX vs. MBNAX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MBNAX (446M). MBNAX pays higher dividends than CLBAX: MBNAX (1.99) vs CLBAX (1.84). CLBAX was incepted earlier than MBNAX: CLBAX (23 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 : 7.84 vs. MBNAX (5.96). CLBAX return over 5 years is better than : 43.26 vs. MBNAX (16.92).
| CLBAX | MBNAX | CLBAX / MBNAX | |
| Total Expense Ratio | 0.58 | 1.08 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.073 | 4.901 | 165% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.84 | 1.99 | 93% |
| Returns for 1 year | 7.84 | 5.96 | 132% |
| Returns for 3 years | 36.14 | 18.99 | 190% |
| Returns for 5 years | 43.26 | 16.92 | 256% |
| Returns for 10 years | 77.55 | 7.53 | 1,030% |
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