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CLBAX vs VLAIX
CLBAX vs VLAIX Comparison
Open Charts CLBAX vs VLAIX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Value Line Asset Allocation Instl
Price$42.40
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets851.84M
CLBAX vs VLAIX Comparison Chart in %
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CLBAX vs. VLAIX commentary
Jul 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 Buy and VLAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. VLAIX (852M). CLBAX pays higher dividends than VLAIX: CLBAX (1.84) vs VLAIX (1.62). CLBAX was incepted earlier than VLAIX: CLBAX (23 years) vs VLAIX (10 years). VLAIX (0.82) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. VLAIX (21.00). CLBAX has a lower initial minimum investment than VLAIX: CLBAX (250) vs VLAIX (100000). CLBAX annual gain was more profitable for investors over the last year : 10.23 vs. VLAIX (-0.26). CLBAX return over 5 years is better than : 41.42 vs. VLAIX (8.95).
| CLBAX | VLAIX | CLBAX / VLAIX | |
| Total Expense Ratio | 0.58 | 0.82 | 71% |
| Annual Report Gross Expense Ratio | 0.58 | 0.82 | 71% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.013 | 4.356 | 207% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 852M | 29,812% |
| Annual Yield % from dividends | 1.84 | 1.62 | 113% |
| Returns for 1 year | 10.23 | -0.26 | -3,999% |
| Returns for 3 years | 35.76 | 11.41 | 313% |
| Returns for 5 years | 41.42 | 8.95 | 463% |
| Returns for 10 years | 77.58 | N/A | - |
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