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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Touchstone Balanced Y
Price$30.49
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets998.44M
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Oct 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. SIBLX (998M). CLBAX pays higher dividends than SIBLX: CLBAX (1.76) vs SIBLX (1.54). CLBAX was incepted earlier than SIBLX: CLBAX (24 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than CLBAX (0.58). SIBLX is a more actively managed with annual turnover of: 82.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than SIBLX: CLBAX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 10.81 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. SIBLX (37.57).
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | 0.58 | 0.79 | 73% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.656 | 11.624 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 998M | 26,553% |
| Annual Yield % from dividends | 1.76 | 1.54 | 114% |
| Returns for 1 year | 8.72 | 10.81 | 81% |
| Returns for 3 years | 51.33 | 53.58 | 96% |
| Returns for 5 years | 43.96 | 37.57 | 117% |
| Returns for 10 years | 88.01 | 80.23 | 110% |
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