Interact to see
Advertisement
Advertisement
CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$38.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
CLBCX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MBAIX commentary
Oct 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 Hold and MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. MBAIX (448M). MBAIX pays higher dividends than CLBCX: MBAIX (2.14) vs CLBCX (1.06). 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 : 7.33 vs. MBAIX (1.88). CLBCX return over 5 years is better than : 38.30 vs. MBAIX (14.88).
| 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 | 13.619 | 8.195 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 448M | 59,152% |
| Annual Yield % from dividends | 1.06 | 2.14 | 49% |
| Returns for 1 year | 7.33 | 1.88 | 390% |
| Returns for 3 years | 50.57 | 28.30 | 179% |
| Returns for 5 years | 38.30 | 14.88 | 257% |
| Returns for 10 years | 73.75 | 14.75 | 500% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement