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CLBAX vs VLAAX
CLBAX vs VLAAX Comparison
Open Charts CLBAX vs VLAAX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Value Line Asset Allocation Investor
Price$40.95
Change+$0.14 (+0.34%)
VolumeN/A
Net Assets759.9M
CLBAX vs VLAAX Comparison Chart in %
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CLBAX vs. VLAAX commentary
Sep 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Hold and VLAAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. VLAAX (760M). CLBAX pays higher dividends than VLAAX: CLBAX (1.80) vs VLAAX (1.41). CLBAX was incepted earlier than VLAAX: CLBAX (24 years) vs VLAAX (32 years). VLAAX (1.06) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. VLAAX (21.00). CLBAX has a lower initial minimum investment than VLAAX: CLBAX (250) vs VLAAX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. VLAAX (-9.21). CLBAX return over 5 years is better than : 45.97 vs. VLAAX (2.36).
| CLBAX | VLAAX | CLBAX / VLAAX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.06 | 55% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 12.860 | 1.011 | 1,272% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 760M | 34,605% |
| Annual Yield % from dividends | 1.80 | 1.41 | 128% |
| Returns for 1 year | 7.82 | -9.21 | -85% |
| Returns for 3 years | 51.69 | 14.83 | 348% |
| Returns for 5 years | 45.97 | 2.36 | 1,948% |
| Returns for 10 years | 95.16 | 57.08 | 167% |
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