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CLBFX vs CTLFX
CLBFX vs CTLFX Comparison
Open Charts CLBFX vs CTLFX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
American Funds College 2033 529F1
Price$14.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.15B
CLBFX vs CTLFX Comparison Chart in %
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CLBFX vs. CTLFX commentary
Oct 19, 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: 265B vs. CTLFX (4.15B). CTLFX pays higher dividends than CLBFX: CTLFX (2.60) vs CLBFX (1.89). 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 : 9.54 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. CTLFX (20.22).
| 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 | 14.767 | 12.340 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 4.15B | 6,392% |
| Annual Yield % from dividends | 1.89 | 2.60 | 73% |
| Returns for 1 year | 8.84 | 9.54 | 93% |
| Returns for 3 years | 52.03 | 44.23 | 118% |
| Returns for 5 years | 45.11 | 20.22 | 223% |
| Returns for 10 years | 91.64 | 71.62 | 128% |
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