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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Dec 04, 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 StrongBuy and MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MBAIX (454M). MBAIX pays higher dividends than CLBCX: MBAIX (2.10) vs CLBCX (1.02). 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 : 8.46 vs. MBAIX (1.58). CLBCX return over 5 years is better than : 35.68 vs. MBAIX (10.43).
| 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 | 15.753 | 9.772 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.02 | 2.10 | 49% |
| Returns for 1 year | 8.46 | 1.58 | 536% |
| Returns for 3 years | 37.75 | 18.92 | 199% |
| Returns for 5 years | 35.68 | 10.43 | 342% |
| Returns for 10 years | 73.34 | 15.92 | 461% |
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