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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Aug 18, 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 MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MBAIX (446M). MBAIX pays higher dividends than CLBCX: MBAIX (2.22) vs CLBCX (1.12). CLBCX was incepted earlier than MBAIX: CLBCX (24 years) vs MBAIX (36 years). CLBCX (1.35) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBAIX: CLBCX (250) vs MBAIX (1000000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. MBAIX (3.25). CLBCX return over 5 years is better than : 34.64 vs. MBAIX (14.08).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 9.208 | 5.912 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.12 | 2.22 | 51% |
| Returns for 1 year | 7.14 | 3.25 | 219% |
| Returns for 3 years | 27.58 | 13.95 | 198% |
| Returns for 5 years | 34.64 | 14.08 | 246% |
| Returns for 10 years | 65.77 | 10.13 | 649% |
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