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CLBFX vs CTLFX
CLBFX vs CTLFX Comparison
Open Charts CLBFX vs CTLFX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
American Funds College 2033 529F1
Price$14.04
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets4.21B
CLBFX vs CTLFX Comparison Chart in %
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CLBFX vs. CTLFX commentary
Nov 14, 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 CTLFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CTLFX (4.21B). CTLFX pays higher dividends than CLBFX: CTLFX (2.58) vs CLBFX (1.86). CLBFX was incepted earlier than CTLFX: CLBFX (23 years) vs CTLFX (11 years). CTLFX (0.76) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (6.00). CLBFX (250) and CTLFX (250) have matching initial minimum investment requirements. CTLFX annual gain was more profitable for investors over the last year : 11.23 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 44.32 vs. CTLFX (18.42).
| CLBFX | CTLFX | CLBFX / CTLFX | |
| Total Expense Ratio | 0.67 | 0.76 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 16.391 | 13.381 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.21B | 6,390% |
| Annual Yield % from dividends | 1.86 | 2.58 | 72% |
| Returns for 1 year | 10.11 | 11.23 | 90% |
| Returns for 3 years | 44.93 | 37.56 | 120% |
| Returns for 5 years | 44.32 | 18.42 | 241% |
| Returns for 10 years | 94.43 | 75.36 | 125% |
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