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CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$39.47
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Touchstone Balanced R6
Price$30.81
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets1.01B
CLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 268B vs. TBARX (1.01B). CLBAX pays higher dividends than TBARX: CLBAX (1.73) vs TBARX (1.64). CLBAX was incepted earlier than TBARX: CLBAX (24 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than CLBAX (0.58). TBARX is a more actively managed with annual turnover of: 82.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than TBARX: CLBAX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 11.09 vs. CLBAX (9.96).
| CLBAX | TBARX | CLBAX / TBARX | |
| Total Expense Ratio | 0.58 | 0.64 | 91% |
| Annual Report Gross Expense Ratio | 0.58 | 6.95 | 8% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 16.246 | 12.987 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.01B | 26,508% |
| Annual Yield % from dividends | 1.73 | 1.64 | 106% |
| Returns for 1 year | 9.96 | 11.09 | 90% |
| Returns for 3 years | 44.29 | 49.22 | 90% |
| Returns for 5 years | 43.13 | N/A | - |
| Returns for 10 years | 90.70 | N/A | - |
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