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CLBFX vs LKBAX
CLBFX vs LKBAX Comparison
Open Charts CLBFX vs LKBAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBFX vs LKBAX Comparison Chart in %
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CLBFX vs. LKBAX commentary
Jul 28, 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: 254B vs. LKBAX (117M). CLBFX pays higher dividends than LKBAX: CLBFX (1.99) vs LKBAX (1.34). 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 : 10.40 vs. LKBAX (6.92). CLBFX return over 5 years is better than : 42.59 vs. LKBAX (24.38).
| 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 | 9.111 | 7.033 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 117M | 217,094% |
| Annual Yield % from dividends | 1.99 | 1.34 | 148% |
| Returns for 1 year | 10.40 | 6.92 | 150% |
| Returns for 3 years | 36.42 | 20.58 | 177% |
| Returns for 5 years | 42.59 | 24.38 | 175% |
| Returns for 10 years | 81.10 | 53.25 | 152% |
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