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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CLBCX vs MBAIX Comparison Chart
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CLBCX vs. MBAIX 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 MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. MBAIX (439M). MBAIX pays higher dividends than CLBCX: MBAIX (2.27) vs CLBCX (1.18). CLBCX was incepted earlier than MBAIX: CLBCX (23 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). MBAIX (4.71) and CLBCX (4.49) have marching annual gain over last year. CLBCX return over 5 years is better than : 34.93 vs. MBAIX (16.10).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 4.067 | 2.996 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.18 | 2.27 | 52% |
| Returns for 1 year | 4.49 | 4.71 | 95% |
| Returns for 3 years | 30.63 | 19.77 | 155% |
| Returns for 5 years | 34.93 | 16.10 | 217% |
| Returns for 10 years | 57.89 | 6.61 | 876% |
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