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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Touchstone Balanced C
Price$30.45
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets998.62M
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Sep 09, 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: 259B vs. SBACX (999M). CLBAX pays higher dividends than SBACX: CLBAX (1.80) vs SBACX (0.63). 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). CLBAX (11.72) and SBACX (11.23) have marching annual gain over last year. CLBAX return over 5 years is better than : 42.50 vs. SBACX (30.82).
| 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 | 11.803 | 8.929 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 999M | 25,926% |
| Annual Yield % from dividends | 1.80 | 0.63 | 283% |
| Returns for 1 year | 11.72 | 11.23 | 104% |
| Returns for 3 years | 38.19 | 42.12 | 91% |
| Returns for 5 years | 42.50 | 30.82 | 138% |
| Returns for 10 years | 89.77 | 66.48 | 135% |
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