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CLBFX vs CTLAX
CLBFX vs CTLAX Comparison
Open Charts CLBFX vs CTLAX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
American Funds College 2033 529A
Price$13.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.15B
CLBFX vs CTLAX Comparison Chart in %
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CLBFX vs. CTLAX commentary
Oct 20, 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 CLBFX is a Buy and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CTLAX (4.15B). CTLAX pays higher dividends than CLBFX: CTLAX (2.45) vs CLBFX (1.89). CLBFX was incepted earlier than CTLAX: CLBFX (23 years) vs CTLAX (11 years). CTLAX (0.72) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). CLBFX (250) and CTLAX (250) have matching initial minimum investment requirements. CTLAX annual gain was more profitable for investors over the last year : 9.32 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. CTLAX (18.85).
| CLBFX | CTLAX | CLBFX / CTLAX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 14.767 | 12.158 | 121% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.15B | 6,411% |
| Annual Yield % from dividends | 1.89 | 2.45 | 77% |
| Returns for 1 year | 8.84 | 9.32 | 95% |
| Returns for 3 years | 52.03 | 43.20 | 120% |
| Returns for 5 years | 45.11 | 18.85 | 239% |
| Returns for 10 years | 91.64 | 67.98 | 135% |
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