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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Touchstone Balanced Y
Price$30.16
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets998.62M
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. SIBLX (999M). CLBAX pays higher dividends than SIBLX: CLBAX (1.80) vs SIBLX (1.56). 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: 70.00 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 : 13.72 vs. CLBAX (11.72). CLBAX return over 5 years is better than : 42.50 vs. SIBLX (37.21).
| 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 | 11.803 | 9.996 | 118% |
| 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 | 1.56 | 115% |
| Returns for 1 year | 11.72 | 13.72 | 85% |
| Returns for 3 years | 38.19 | 42.07 | 91% |
| Returns for 5 years | 42.50 | 37.21 | 114% |
| Returns for 10 years | 89.77 | 82.12 | 109% |
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