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CLBCX vs CTLFX
CLBCX vs CTLFX Comparison
Open Charts CLBCX vs CTLFX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
American Funds College 2033 529F1
Price$13.30
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.23B
CLBCX vs CTLFX Comparison Chart in %
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CLBCX vs. CTLFX commentary
Dec 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 CLBCX is a StrongBuy and CTLFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CTLFX (4.23B). CTLFX pays higher dividends than CLBCX: CTLFX (2.55) vs CLBCX (1.02). CLBCX was incepted earlier than CTLFX: CLBCX (24 years) vs CTLFX (11 years). CLBCX (1.35) is less costly to investors than CTLFX (0.76). CLBCX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (6.00). CLBCX (250) and CTLFX (250) have matching initial minimum investment requirements. CLBCX annual gain was more profitable for investors over the last year : 8.50 vs. CTLFX (5.64). CLBCX return over 5 years is better than : 31.70 vs. CTLFX (11.60).
| CLBCX | CTLFX | CLBCX / CTLFX | |
| Total Expense Ratio | 1.35 | 0.76 | 178% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 10.112 | 6.571 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.23B | 6,359% |
| Annual Yield % from dividends | 1.02 | 2.55 | 40% |
| Returns for 1 year | 8.50 | 5.64 | 151% |
| Returns for 3 years | 35.19 | 33.05 | 106% |
| Returns for 5 years | 31.70 | 11.60 | 273% |
| Returns for 10 years | 71.78 | 62.24 | 115% |
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