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CLBCX vs SIBAX
CLBCX vs SIBAX Comparison
Open Charts CLBCX vs SIBAX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
CLBCX vs SIBAX Comparison Chart in %
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CLBCX vs. SIBAX commentary
Oct 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 SIBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. SIBAX (73.4M). SIBAX pays higher dividends than CLBCX: SIBAX (1.39) vs CLBCX (1.06). CLBCX was incepted earlier than SIBAX: CLBCX (24 years) vs SIBAX (32 years). CLBCX (1.35) is less costly to investors than SIBAX (1.11). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (35.11). CLBCX has a lower initial minimum investment than SIBAX: CLBCX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 11.56 vs. CLBCX (7.87). SIBAX return over 5 years is better than : 44.37 vs. CLBCX (38.56).
| CLBCX | SIBAX | CLBCX / SIBAX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 1.11 | 122% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 13.912 | 11.231 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 73.4M | 361,035% |
| Annual Yield % from dividends | 1.06 | 1.39 | 76% |
| Returns for 1 year | 7.87 | 11.56 | 68% |
| Returns for 3 years | 47.86 | 56.94 | 84% |
| Returns for 5 years | 38.56 | 44.37 | 87% |
| Returns for 10 years | 74.34 | 107.35 | 69% |
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