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CLBCX vs CTLAX
CLBCX vs CTLAX Comparison
Open Charts CLBCX vs CTLAX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
American Funds College 2033 529A
Price$13.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.15B
CLBCX vs CTLAX Comparison Chart in %
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CLBCX vs. CTLAX commentary
Oct 20, 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 CLBCX is a Buy and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CTLAX (4.15B). CTLAX pays higher dividends than CLBCX: CTLAX (2.45) vs CLBCX (1.06). CLBCX was incepted earlier than CTLAX: CLBCX (24 years) vs CTLAX (11 years). CLBCX (1.35) is less costly to investors than CTLAX (0.72). CLBCX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). CLBCX (250) and CTLAX (250) have matching initial minimum investment requirements. CTLAX annual gain was more profitable for investors over the last year : 9.32 vs. CLBCX (7.87). CLBCX return over 5 years is better than : 38.56 vs. CTLAX (18.85).
| CLBCX | CTLAX | CLBCX / CTLAX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 13.912 | 12.158 | 114% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.15B | 6,411% |
| Annual Yield % from dividends | 1.06 | 2.45 | 43% |
| Returns for 1 year | 7.87 | 9.32 | 84% |
| Returns for 3 years | 47.86 | 43.20 | 111% |
| Returns for 5 years | 38.56 | 18.85 | 205% |
| Returns for 10 years | 74.34 | 67.98 | 109% |