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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Dec 29, 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 MBNAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MBNAX (455M). MBNAX pays higher dividends than CLBCX: MBNAX (1.87) vs CLBCX (1.02). 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 : 8.50 vs. MBNAX (6.02). CLBCX return over 5 years is better than : 31.70 vs. MBNAX (6.17).
| 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 | 10.112 | 6.647 | 152% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.02 | 1.87 | 55% |
| Returns for 1 year | 8.50 | 6.02 | 141% |
| Returns for 3 years | 35.19 | 18.35 | 192% |
| Returns for 5 years | 31.70 | 6.17 | 514% |
| Returns for 10 years | 71.78 | 18.20 | 394% |
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