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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$39.50
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Nov 14, 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: 268B vs. MBAIX (450M). MBAIX pays higher dividends than CLBCX: MBAIX (2.14) vs CLBCX (1.04). 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 : 9.13 vs. MBAIX (2.29). CLBCX return over 5 years is better than : 37.82 vs. MBAIX (12.66).
| 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 | 15.461 | 9.336 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 450M | 59,556% |
| Annual Yield % from dividends | 1.04 | 2.14 | 48% |
| Returns for 1 year | 9.13 | 2.29 | 398% |
| Returns for 3 years | 41.00 | 20.74 | 198% |
| Returns for 5 years | 37.82 | 12.66 | 299% |
| Returns for 10 years | 76.85 | 17.69 | 435% |
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