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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CLBAX vs MBNAX Comparison Chart in %
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CLBAX vs. MBNAX commentary
Feb 05, 2026
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 Hold and MBNAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MBNAX (454M). MBNAX (1.96) and CLBAX (1.89) have matching dividends . 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: 201.00 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 : 11.35 vs. MBNAX (4.96). CLBAX return over 5 years is better than : 37.40 vs. MBNAX (4.14).
| 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 | 2.460 | 1.939 | 127% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.89 | 1.96 | 96% |
| Returns for 1 year | 11.35 | 4.96 | 229% |
| Returns for 3 years | 36.75 | 16.86 | 218% |
| Returns for 5 years | 37.40 | 4.14 | 903% |
| Returns for 10 years | 100.85 | 27.62 | 365% |
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