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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Sep 09, 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: 259B vs. MBAIX (449M). MBAIX pays higher dividends than CLBCX: MBAIX (2.17) vs CLBCX (1.11). 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 : 10.90 vs. MBAIX (4.19). CLBCX return over 5 years is better than : 37.22 vs. MBAIX (16.39).
| 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 | 11.223 | 7.448 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.11 | 2.17 | 51% |
| Returns for 1 year | 10.90 | 4.19 | 260% |
| Returns for 3 years | 35.13 | 18.95 | 185% |
| Returns for 5 years | 37.22 | 16.39 | 227% |
| Returns for 10 years | 76.01 | 16.68 | 456% |
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