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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced Y
Price$29.97
Change-$0.61 (-1.99%)
VolumeN/A
Net Assets1.01B
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Feb 04, 2026
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 Hold and SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. SIBLX (1.01B). CLBAX pays higher dividends than SIBLX: CLBAX (1.89) vs SIBLX (1.54). 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 annual gain was more profitable for investors over the last year : 11.35 vs. SIBLX (7.77). CLBAX return over 5 years is better than : 37.40 vs. SIBLX (33.78).
| 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 | 2.460 | 0.368 | 668% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 1.89 | 1.54 | 123% |
| Returns for 1 year | 11.35 | 7.77 | 146% |
| Returns for 3 years | 36.75 | 37.81 | 97% |
| Returns for 5 years | 37.40 | 33.78 | 111% |
| Returns for 10 years | 100.85 | 91.86 | 110% |
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