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CLBCX vs SIBAX
CLBCX vs SIBAX Comparison
Open Charts CLBCX vs SIBAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBCX vs SIBAX Comparison Chart in %
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CLBCX vs. SIBAX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. SIBAX (70.9M). SIBAX pays higher dividends than CLBCX: SIBAX (1.45) vs CLBCX (1.12). 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 (33.30). 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 : 11.22 vs. CLBCX (7.14). SIBAX return over 5 years is better than : 43.99 vs. CLBCX (34.64).
| 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 | 9.208 | 7.460 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 70.9M | 361,072% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 7.14 | 11.22 | 64% |
| Returns for 3 years | 27.58 | 34.48 | 80% |
| Returns for 5 years | 34.64 | 43.99 | 79% |
| Returns for 10 years | 65.77 | 96.02 | 68% |
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