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CLBFX vs CTLAX
CLBFX vs CTLAX Comparison
Open Charts CLBFX vs CTLAX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
American Funds College 2033 529A
Price$13.80
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets4.11B
CLBFX vs CTLAX Comparison Chart in %
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CLBFX vs. CTLAX 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 CLBFX is a Hold and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. CTLAX (4.11B). CTLAX pays higher dividends than CLBFX: CTLAX (2.49) vs CLBFX (1.94). 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 : 8.55 vs. CLBFX (7.92). CLBFX return over 5 years is better than : 46.68 vs. CTLAX (21.41).
| 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 | 12.614 | 11.111 | 114% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.11B | 6,404% |
| Annual Yield % from dividends | 1.94 | 2.49 | 78% |
| Returns for 1 year | 7.92 | 8.55 | 93% |
| Returns for 3 years | 51.39 | 43.38 | 118% |
| Returns for 5 years | 46.68 | 21.41 | 218% |
| Returns for 10 years | 98.98 | 78.26 | 126% |
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