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CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced R6
Price$29.96
Change-$0.61 (-2.00%)
VolumeN/A
Net Assets1.01B
CLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. TBARX (1.01B). CLBAX pays higher dividends than TBARX: CLBAX (1.89) vs TBARX (1.66). 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 annual gain was more profitable for investors over the last year : 11.35 vs. TBARX (7.91).
| 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 | 2.460 | 0.369 | 668% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 1.89 | 1.66 | 114% |
| Returns for 1 year | 11.35 | 7.91 | 143% |
| Returns for 3 years | 36.75 | 38.38 | 96% |
| Returns for 5 years | 37.40 | N/A | - |
| Returns for 10 years | 100.85 | N/A | - |
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