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CLBFX vs CTLFX
CLBFX vs CTLFX Comparison
Open Charts CLBFX vs CTLFX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
American Funds College 2033 529F1
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets4.23B
CLBFX vs CTLFX Comparison Chart in %
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CLBFX vs. CTLFX commentary
Dec 04, 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 StrongBuy and CTLFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CTLFX (4.23B). CTLFX pays higher dividends than CLBFX: CTLFX (2.55) vs CLBFX (1.83). 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 : 10.06 vs. CLBFX (9.42). CLBFX return over 5 years is better than : 42.06 vs. CTLFX (15.30).
| 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 | 16.745 | 13.381 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.23B | 6,359% |
| Annual Yield % from dividends | 1.83 | 2.55 | 72% |
| Returns for 1 year | 9.42 | 10.06 | 94% |
| Returns for 3 years | 41.56 | 33.82 | 123% |
| Returns for 5 years | 42.06 | 15.30 | 275% |
| Returns for 10 years | 90.52 | 71.63 | 126% |