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CLBCX vs MACHX
CLBCX vs MACHX Comparison
Open Charts CLBCX vs MACHX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
MoA Balanced Fund
Price$22.34
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets208.09M
CLBCX vs MACHX Comparison Chart in %
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CLBCX vs. MACHX commentary
Aug 20, 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: 256B vs. MACHX (208M). MACHX pays higher dividends than CLBCX: MACHX (2.04) vs CLBCX (1.12). CLBCX was incepted earlier than MACHX: CLBCX (24 years) vs MACHX (41 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 (1000). MACHX annual gain was more profitable for investors over the last year : 7.47 vs. CLBCX (5.99). CLBCX return over 5 years is better than : 34.19 vs. MACHX (30.18).
| CLBCX | MACHX | CLBCX / MACHX | |
| Total Expense Ratio | 1.35 | 0.56 | 241% |
| Annual Report Gross Expense Ratio | 1.35 | 0.56 | 241% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 8.770 | 11.065 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 208M | 123,077% |
| Annual Yield % from dividends | 1.12 | 2.04 | 55% |
| Returns for 1 year | 5.99 | 7.47 | 80% |
| Returns for 3 years | 28.63 | 23.35 | 123% |
| Returns for 5 years | 34.19 | 30.18 | 113% |
| Returns for 10 years | 71.33 | 42.20 | 169% |
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