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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Aug 18, 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 MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MBNAX (446M). MBNAX pays higher dividends than CLBCX: MBNAX (1.99) vs CLBCX (1.12). CLBCX was incepted earlier than MBNAX: CLBCX (24 years) vs MBNAX (22 years). CLBCX (1.35) is less costly to investors than MBNAX (1.08). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBNAX: CLBCX (250) vs MBNAX (15000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. MBNAX (2.98). CLBCX return over 5 years is better than : 34.64 vs. MBNAX (12.72).
| CLBCX | MBNAX | CLBCX / MBNAX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.208 | 5.737 | 160% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.12 | 1.99 | 57% |
| Returns for 1 year | 7.14 | 2.98 | 239% |
| Returns for 3 years | 27.58 | 13.08 | 211% |
| Returns for 5 years | 34.64 | 12.72 | 272% |
| Returns for 10 years | 65.77 | 8.09 | 813% |
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