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CLBAX vs VLAIX
CLBAX vs VLAIX Comparison
Open Charts CLBAX vs VLAIX
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.
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).
| 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 | 8.073 | 5.119 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 871M | 28,932% |
| Annual Yield % from dividends | 1.84 | 1.62 | 113% |
| Returns for 1 year | 7.84 | 1.41 | 555% |
| Returns for 3 years | 36.14 | 15.23 | 237% |
| Returns for 5 years | 43.26 | 12.00 | 360% |
| Returns for 10 years | 77.55 | N/A | - |
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