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CLBCX vs VBIAX
CLBCX vs VBIAX Comparison
Open Charts CLBCX vs VBIAX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Vanguard Balanced Index Adm
Price$51.90
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets59.67B
CLBCX vs VBIAX Comparison Chart in %
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CLBCX vs. VBIAX commentary
Sep 09, 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. VBIAX (59.7B). VBIAX pays higher dividends than CLBCX: VBIAX (2.03) vs CLBCX (1.11). CLBCX was incepted earlier than VBIAX: CLBCX (24 years) vs VBIAX (25 years). CLBCX (1.35) is less costly to investors than VBIAX (0.07). CLBCX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (22.00). CLBCX has a lower initial minimum investment than VBIAX: CLBCX (250) vs VBIAX (3000). CLBCX annual gain was more profitable for investors over the last year : 10.90 vs. VBIAX (7.87). CLBCX return over 5 years is better than : 37.22 vs. VBIAX (30.65).
| CLBCX | VBIAX | CLBCX / VBIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.223 | 7.530 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 59.7B | 434% |
| Annual Yield % from dividends | 1.11 | 2.03 | 55% |
| Returns for 1 year | 10.90 | 7.87 | 139% |
| Returns for 3 years | 35.13 | 31.60 | 111% |
| Returns for 5 years | 37.22 | 30.65 | 121% |
| Returns for 10 years | 76.01 | 98.28 | 77% |
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