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CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced R6
Price$30.17
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.01B
CLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. TBARX (1.01B). CLBAX (1.70) and TBARX (1.64) have matching dividends . CLBAX was incepted earlier than TBARX: CLBAX (24 years) vs TBARX (4 years). TBARX (1.13) 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). CLBAX (9.15) and TBARX (9.13) have marching annual gain over last year.
| CLBAX | TBARX | CLBAX / TBARX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 10.739 | 10.640 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,581% |
| Annual Yield % from dividends | 1.70 | 1.64 | 104% |
| Returns for 1 year | 9.15 | 9.13 | 100% |
| Returns for 3 years | 38.03 | 47.97 | 79% |
| Returns for 5 years | 36.56 | N/A | - |
| Returns for 10 years | 84.88 | N/A | - |
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