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CLBAX vs VLAIX
CLBAX vs VLAIX Comparison
Open Charts CLBAX vs VLAIX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Value Line Asset Allocation Instl
Price$42.11
Change+$0.22 (+0.53%)
VolumeN/A
Net Assets807.64M
CLBAX vs VLAIX Comparison Chart in %
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CLBAX vs. VLAIX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. VLAIX (808M). CLBAX pays higher dividends than VLAIX: CLBAX (1.80) vs VLAIX (1.65). CLBAX was incepted earlier than VLAIX: CLBAX (24 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 : 11.72 vs. VLAIX (-5.92). CLBAX return over 5 years is better than : 42.50 vs. VLAIX (5.03).
| CLBAX | VLAIX | CLBAX / VLAIX | |
| Total Expense Ratio | 0.58 | 0.82 | 71% |
| Annual Report Gross Expense Ratio | 0.58 | 0.82 | 71% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 11.803 | 3.101 | 381% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 808M | 32,054% |
| Annual Yield % from dividends | 1.80 | 1.65 | 109% |
| Returns for 1 year | 11.72 | -5.92 | -198% |
| Returns for 3 years | 38.19 | 10.77 | 355% |
| Returns for 5 years | 42.50 | 5.03 | 844% |
| Returns for 10 years | 89.77 | N/A | - |
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