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CLBCX vs LKBAX
CLBCX vs LKBAX Comparison
Open Charts CLBCX vs LKBAX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBCX vs LKBAX Comparison Chart in %
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CLBCX vs. LKBAX commentary
Sep 09, 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: 259B vs. LKBAX (115M). LKBAX pays higher dividends than CLBCX: LKBAX (1.32) vs CLBCX (1.11). CLBCX was incepted earlier than LKBAX: CLBCX (24 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 : 10.90 vs. LKBAX (6.42). CLBCX return over 5 years is better than : 37.22 vs. LKBAX (19.63).
| CLBCX | LKBAX | CLBCX / LKBAX | |
| Total Expense Ratio | 1.35 | 0.80 | 169% |
| Annual Report Gross Expense Ratio | 1.35 | 1.02 | 132% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 11.223 | 7.179 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 115M | 225,217% |
| Annual Yield % from dividends | 1.11 | 1.32 | 84% |
| Returns for 1 year | 10.90 | 6.42 | 170% |
| Returns for 3 years | 35.13 | 17.69 | 199% |
| Returns for 5 years | 37.22 | 19.63 | 190% |
| Returns for 10 years | 76.01 | 61.17 | 124% |
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