Interact to see
Advertisement
Advertisement
CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
CLBCX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MBAIX commentary
Jan 16, 2026
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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MBAIX (458M). MBAIX pays higher dividends than CLBCX: MBAIX (2.23) vs CLBCX (1.21). CLBCX was incepted earlier than MBAIX: CLBCX (24 years) vs MBAIX (37 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 : 13.39 vs. MBAIX (7.75). CLBCX return over 5 years is better than : 33.30 vs. MBAIX (5.95).
| 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 | 37 years | - |
| Gain YTD | 2.295 | 1.899 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 458M | 58,952% |
| Annual Yield % from dividends | 1.21 | 2.23 | 55% |
| Returns for 1 year | 13.39 | 7.75 | 173% |
| Returns for 3 years | 34.64 | 18.02 | 192% |
| Returns for 5 years | 33.30 | 5.95 | 560% |
| Returns for 10 years | 87.18 | 30.77 | 283% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDVWX | 8.30 | 0.08 | +0.97% |
| Manning & Napier Disciplined Value W | |||
| VTIAX | 42.09 | 0.11 | +0.26% |
| Vanguard Total Intl Stock Index Admiral | |||
| FQTEX | 14.55 | 0.03 | +0.21% |
| Franklin Templeton SMACS: Series E Adv | |||
| BISAX | 26.73 | 0.05 | +0.19% |
| Brandes International Small Cap Equity A | |||
| AQEAX | 15.12 | -0.10 | -0.66% |
| Columbia Disciplined Core A | |||