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CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Touchstone Balanced R6
Price$30.52
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets1B
CLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. TBARX (1.01B). CLBAX pays higher dividends than TBARX: CLBAX (1.80) vs TBARX (1.68). 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: 70.00 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 : 11.26 vs. CLBAX (7.82).
| 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 | 12.860 | 11.465 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.01B | 26,169% |
| Annual Yield % from dividends | 1.80 | 1.68 | 107% |
| Returns for 1 year | 7.82 | 11.26 | 69% |
| Returns for 3 years | 51.69 | 56.88 | 91% |
| Returns for 5 years | 45.97 | N/A | - |
| Returns for 10 years | 95.16 | N/A | - |
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