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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MBNAX (446M). MBNAX pays higher dividends than CLBCX: MBNAX (1.91) vs CLBCX (1.06). 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 : 7.87 vs. MBNAX (1.19). CLBCX return over 5 years is better than : 38.56 vs. MBNAX (12.96).
| 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 | 13.912 | 7.521 | 185% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.06 | 1.91 | 55% |
| Returns for 1 year | 7.87 | 1.19 | 660% |
| Returns for 3 years | 47.86 | 23.88 | 200% |
| Returns for 5 years | 38.56 | 12.96 | 298% |
| Returns for 10 years | 74.34 | 12.07 | 616% |