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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced Y
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.01B
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Dec 28, 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 StrongBuy and SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. SIBLX (1.01B). CLBAX pays higher dividends than SIBLX: CLBAX (1.70) vs SIBLX (1.51). CLBAX was incepted earlier than SIBLX: CLBAX (24 years) vs SIBLX (18 years). SIBLX (0.77) 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). CLBAX (9.15) and SIBLX (8.98) have marching annual gain over last year. SIBLX (38.30) and CLBAX (36.56) have equivalent 5 years return.
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | 0.58 | 0.77 | 75% |
| Annual Report Gross Expense Ratio | 0.58 | 0.77 | 75% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.739 | 10.490 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,581% |
| Annual Yield % from dividends | 1.70 | 1.51 | 112% |
| Returns for 1 year | 9.15 | 8.98 | 102% |
| Returns for 3 years | 38.03 | 47.48 | 80% |
| Returns for 5 years | 36.56 | 38.30 | 95% |
| Returns for 10 years | 84.88 | 82.35 | 103% |
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