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CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$39.19
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
Touchstone Balanced R6
Price$30.70
Change+$0.23 (+0.75%)
VolumeN/A
Net Assets999.64M
CLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. TBARX (1B). CLBAX pays higher dividends than TBARX: CLBAX (1.76) vs TBARX (1.66). 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 : 10.92 vs. CLBAX (8.72).
| 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 | 14.656 | 11.740 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1B | 26,600% |
| Annual Yield % from dividends | 1.76 | 1.66 | 106% |
| Returns for 1 year | 8.72 | 10.92 | 80% |
| Returns for 3 years | 51.33 | 54.12 | 95% |
| Returns for 5 years | 43.96 | N/A | - |
| Returns for 10 years | 88.01 | N/A | - |