Interact to see
Advertisement
Advertisement
CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Touchstone Balanced C
Price$30.83
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets999.64M
CLBAX vs SBACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. SBACX commentary
Oct 19, 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: 266B vs. SBACX (1B). CLBAX pays higher dividends than SBACX: CLBAX (1.76) vs SBACX (0.59). 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: 82.00 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 : 9.71 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 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 | 14.656 | 10.755 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1B | 26,600% |
| Annual Yield % from dividends | 1.76 | 0.59 | 296% |
| Returns for 1 year | 8.72 | 9.71 | 90% |
| Returns for 3 years | 51.33 | 49.67 | 103% |
| Returns for 5 years | 43.96 | 32.59 | 135% |
| Returns for 10 years | 88.01 | 65.89 | 134% |