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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Jul 06, 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: 252B vs. MBNAX (446M). MBNAX pays higher dividends than CLBCX: MBNAX (1.99) vs CLBCX (1.13). CLBCX was incepted earlier than MBNAX: CLBCX (23 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 : 7.04 vs. MBNAX (5.96). CLBCX return over 5 years is better than : 37.95 vs. MBNAX (16.92).
| CLBCX | MBNAX | CLBCX / MBNAX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 7.660 | 4.901 | 156% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 7.04 | 5.96 | 118% |
| Returns for 3 years | 33.08 | 18.99 | 174% |
| Returns for 5 years | 37.95 | 16.92 | 224% |
| Returns for 10 years | 64.69 | 7.53 | 859% |
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