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CLBCX vs CTLFX
CLBCX vs CTLFX Comparison
Open Charts CLBCX vs CTLFX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
American Funds College 2033 529F1
Price$13.47
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.3B
CLBCX vs CTLFX Comparison Chart in %
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CLBCX vs. CTLFX commentary
Feb 05, 2026
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 Hold and CTLFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. CTLFX (4.3B). CTLFX pays higher dividends than CLBCX: CTLFX (2.97) vs CLBCX (1.19). CLBCX was incepted earlier than CTLFX: CLBCX (24 years) vs CTLFX (11 years). CLBCX (1.35) is less costly to investors than CTLFX (0.74). CLBCX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (9.00). CLBCX (250) and CTLFX (250) have matching initial minimum investment requirements. CLBCX annual gain was more profitable for investors over the last year : 9.86 vs. CTLFX (8.50). CLBCX return over 5 years is better than : 31.97 vs. CTLFX (12.88).
| CLBCX | CTLFX | CLBCX / CTLFX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.242 | 1.660 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 4.3B | 6,278% |
| Annual Yield % from dividends | 1.19 | 2.97 | 40% |
| Returns for 1 year | 9.86 | 8.50 | 116% |
| Returns for 3 years | 33.49 | 32.55 | 103% |
| Returns for 5 years | 31.97 | 12.88 | 248% |
| Returns for 10 years | 86.02 | 83.82 | 103% |
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