Interact to see
Advertisement
Advertisement
CLBCX vs VBAIX
CLBCX vs VBAIX Comparison
Open Charts CLBCX vs VBAIX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Vanguard Balanced Index I
Price$52.50
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets59.67B
CLBCX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. VBAIX commentary
Sep 27, 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. VBAIX (59.7B). VBAIX pays higher dividends than CLBCX: VBAIX (2.04) vs CLBCX (1.11). CLBCX was incepted earlier than VBAIX: CLBCX (24 years) vs VBAIX (25 years). CLBCX (1.35) is less costly to investors than VBAIX (0.06). CLBCX is a more actively managed with annual turnover of: 44.00 vs. VBAIX (22.00). CLBCX has a lower initial minimum investment than VBAIX: CLBCX (250) vs VBAIX (5000000). CLBCX (6.89) and VBAIX (6.69) have marching annual gain over last year. CLBCX return over 5 years is better than : 40.41 vs. VBAIX (35.58).
| CLBCX | VBAIX | CLBCX / VBAIX | |
| Total Expense Ratio | 1.35 | 0.06 | 2,250% |
| Annual Report Gross Expense Ratio | 1.35 | 0.06 | 2,250% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.100 | 9.091 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 59.7B | 439% |
| Annual Yield % from dividends | 1.11 | 2.04 | 54% |
| Returns for 1 year | 6.89 | 6.69 | 103% |
| Returns for 3 years | 48.11 | 41.71 | 115% |
| Returns for 5 years | 40.41 | 35.58 | 114% |
| Returns for 10 years | 80.86 | 107.09 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement