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CLBFX vs LKBAX
CLBFX vs LKBAX Comparison
Open Charts CLBFX vs LKBAX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBFX vs LKBAX Comparison Chart in %
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CLBFX vs. LKBAX commentary
Sep 09, 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 LKBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. LKBAX (115M). CLBFX pays higher dividends than LKBAX: CLBFX (1.94) vs LKBAX (1.32). CLBFX was incepted earlier than LKBAX: CLBFX (23 years) vs LKBAX (28 years). LKBAX (1.02) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). CLBFX has a lower initial minimum investment than LKBAX: CLBFX (250) vs LKBAX (2000). CLBFX annual gain was more profitable for investors over the last year : 11.92 vs. LKBAX (6.42). CLBFX return over 5 years is better than : 43.66 vs. LKBAX (19.63).
| CLBFX | LKBAX | CLBFX / LKBAX | |
| Total Expense Ratio | 0.67 | 0.80 | 84% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 11.937 | 7.179 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 115M | 225,217% |
| Annual Yield % from dividends | 1.94 | 1.32 | 148% |
| Returns for 1 year | 11.92 | 6.42 | 186% |
| Returns for 3 years | 38.90 | 17.69 | 220% |
| Returns for 5 years | 43.66 | 19.63 | 222% |
| Returns for 10 years | 93.51 | 61.17 | 153% |
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