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CLBCX vs MACHX
CLBCX vs MACHX Comparison
Open Charts CLBCX vs MACHX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MoA Balanced Fund
Price$21.42
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets197.7M
CLBCX vs MACHX Comparison Chart
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CLBCX vs. MACHX commentary
Jun 16, 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 MACHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. MACHX (198M). MACHX pays higher dividends than CLBCX: MACHX (1.95) vs CLBCX (1.18). CLBCX was incepted earlier than MACHX: CLBCX (23 years) vs MACHX (40 years). CLBCX (1.35) is less costly to investors than MACHX (0.56). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MACHX (36.98). CLBCX has a lower initial minimum investment than MACHX: CLBCX (250) vs MACHX (3000). MACHX annual gain was more profitable for investors over the last year : 6.25 vs. CLBCX (4.49). CLBCX return over 5 years is better than : 34.93 vs. MACHX (32.23).
| CLBCX | MACHX | CLBCX / MACHX | |
| Total Expense Ratio | 1.35 | 0.56 | 241% |
| Annual Report Gross Expense Ratio | 1.35 | 0.56 | 241% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | 4.067 | 5.413 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 198M | 123,232% |
| Annual Yield % from dividends | 1.18 | 1.95 | 61% |
| Returns for 1 year | 4.49 | 6.25 | 72% |
| Returns for 3 years | 30.63 | 25.67 | 119% |
| Returns for 5 years | 34.93 | 32.23 | 108% |
| Returns for 10 years | 57.89 | 29.67 | 195% |
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