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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Jul 07, 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: 252B vs. MBAIX (446M). MBAIX pays higher dividends than CLBCX: MBAIX (2.22) vs CLBCX (1.13). CLBCX was incepted earlier than MBAIX: CLBCX (23 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 : 7.04 vs. MBAIX (6.23). CLBCX return over 5 years is better than : 37.95 vs. MBAIX (18.33).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 7.660 | 5.010 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.13 | 2.22 | 51% |
| Returns for 1 year | 7.04 | 6.23 | 113% |
| Returns for 3 years | 33.08 | 19.89 | 166% |
| Returns for 5 years | 37.95 | 18.33 | 207% |
| Returns for 10 years | 64.69 | 9.53 | 679% |