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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Touchstone Balanced C
Price$30.21
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets989.78M
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Aug 18, 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 SBACX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. SBACX (990M). CLBAX pays higher dividends than SBACX: CLBAX (1.82) vs SBACX (0.64). CLBAX was incepted earlier than SBACX: CLBAX (24 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than CLBAX (0.58). SBACX is a more actively managed with annual turnover of: 70.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than SBACX: CLBAX (250) vs SBACX (2500). SBACX annual gain was more profitable for investors over the last year : 10.97 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. SBACX (32.59).
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | 0.58 | 1.78 | 33% |
| Annual Report Gross Expense Ratio | 0.58 | 1.78 | 33% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.747 | 8.391 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 990M | 25,859% |
| Annual Yield % from dividends | 1.82 | 0.64 | 284% |
| Returns for 1 year | 7.96 | 10.97 | 73% |
| Returns for 3 years | 30.56 | 31.55 | 97% |
| Returns for 5 years | 39.83 | 32.59 | 122% |
| Returns for 10 years | 78.78 | 58.98 | 134% |
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