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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Jul 28, 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: 254B vs. MBNAX (447M). 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 : 9.42 vs. MBNAX (4.28). CLBCX return over 5 years is better than : 36.20 vs. MBNAX (15.09).
| 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 | 8.536 | 5.604 | 152% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 447M | 56,823% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 9.42 | 4.28 | 220% |
| Returns for 3 years | 32.73 | 17.85 | 183% |
| Returns for 5 years | 36.20 | 15.09 | 240% |
| Returns for 10 years | 64.69 | 9.09 | 712% |