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CLBCX vs MACHX
CLBCX vs MACHX Comparison
Open Charts CLBCX vs MACHX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
MoA Balanced Fund
Price$23.14
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets213.76M
CLBCX vs MACHX Comparison Chart in %
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CLBCX vs. MACHX commentary
Sep 27, 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 Hold and MACHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. MACHX (214M). MACHX pays higher dividends than CLBCX: MACHX (2.01) vs CLBCX (1.11). 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 : 9.16 vs. CLBCX (7.19). CLBCX return over 5 years is better than : 40.81 vs. MACHX (36.63).
| 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 | 12.421 | 15.043 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 214M | 122,430% |
| Annual Yield % from dividends | 1.11 | 2.01 | 55% |
| Returns for 1 year | 7.19 | 9.16 | 79% |
| Returns for 3 years | 48.53 | 42.13 | 115% |
| Returns for 5 years | 40.81 | 36.63 | 111% |
| Returns for 10 years | 81.37 | 52.50 | 155% |
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