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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced C
Price$30.30
Change-$0.63 (-2.04%)
VolumeN/A
Net Assets1.01B
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Feb 04, 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 SBACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. SBACX (1.01B). CLBAX pays higher dividends than SBACX: CLBAX (1.89) vs SBACX (0.60). CLBAX was incepted earlier than SBACX: CLBAX (24 years) vs SBACX (28 years). SBACX (1.76) is less costly to investors than CLBAX (0.58). SBACX is a more actively managed with annual turnover of: 82.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than SBACX: CLBAX (250) vs SBACX (2500). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. SBACX (6.74). CLBAX return over 5 years is better than : 37.40 vs. SBACX (28.86).
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | 0.58 | 1.76 | 33% |
| Annual Report Gross Expense Ratio | 0.58 | 1.76 | 33% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.460 | 0.265 | 929% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 1.89 | 0.60 | 315% |
| Returns for 1 year | 11.35 | 6.74 | 168% |
| Returns for 3 years | 36.75 | 33.77 | 109% |
| Returns for 5 years | 37.40 | 28.86 | 130% |
| Returns for 10 years | 100.85 | 76.53 | 132% |