CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
VLAIX
Price
$42.71
Change
+$0.32 (+0.75%)
Updated
Jul 3 closing price
Net Assets
871.39M
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CLBAX vs VLAIX

Header iconCLBAX vs VLAIX Comparison
Open Charts CLBAX vs VLAIXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Value Line Asset Allocation Instl
Price$42.71
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets871.39M
CLBAX vs VLAIX Comparison Chart in %
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CLBAX vs. VLAIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. VLAIX (871M). 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 : 7.84 vs. VLAIX (1.41). CLBAX return over 5 years is better than : 43.26 vs. VLAIX (12.00).
CLBAXVLAIXCLBAX / VLAIX
Total Expense Ratio0.580.8271%
Annual Report Gross Expense Ratio0.580.8271%
Fund Existence23 years10 years-
Gain YTD8.0735.119158%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B871M28,932%
Annual Yield % from dividends1.841.62113%
Returns for 1 year7.841.41555%
Returns for 3 years36.1415.23237%
Returns for 5 years43.2612.00360%
Returns for 10 years77.55N/A-
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