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CLBCX vs LKBAX
CLBCX vs LKBAX Comparison
Open Charts CLBCX vs LKBAX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBCX vs LKBAX Comparison Chart in %
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CLBCX vs. LKBAX 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 CLBCX is a Buy and LKBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. LKBAX (116M). LKBAX pays higher dividends than CLBCX: LKBAX (1.34) vs CLBCX (1.13). CLBCX was incepted earlier than LKBAX: CLBCX (23 years) vs LKBAX (28 years). CLBCX (1.35) is less costly to investors than LKBAX (1.02). CLBCX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). CLBCX has a lower initial minimum investment than LKBAX: CLBCX (250) vs LKBAX (2000). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. LKBAX (6.24). CLBCX return over 5 years is better than : 37.95 vs. LKBAX (26.06).
| CLBCX | LKBAX | CLBCX / LKBAX | |
| Total Expense Ratio | 1.35 | 0.80 | 169% |
| Annual Report Gross Expense Ratio | 1.35 | 1.02 | 132% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 7.660 | 6.011 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 116M | 217,241% |
| Annual Yield % from dividends | 1.13 | 1.34 | 84% |
| Returns for 1 year | 7.04 | 6.24 | 113% |
| Returns for 3 years | 33.08 | 21.41 | 154% |
| Returns for 5 years | 37.95 | 26.06 | 146% |
| Returns for 10 years | 64.69 | 53.19 | 122% |
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