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CLBFX vs MACHX
CLBFX vs MACHX Comparison
Open Charts CLBFX vs MACHX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
MoA Balanced Fund
Price$23.14
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets213.76M
CLBFX vs MACHX Comparison Chart in %
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CLBFX vs. MACHX commentary
Sep 27, 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 Hold and MACHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. MACHX (214M). MACHX (2.01) and CLBFX (1.94) have matching dividends . CLBFX was incepted earlier than MACHX: CLBFX (23 years) vs MACHX (41 years). CLBFX (0.67) is less costly to investors than MACHX (0.56). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MACHX (36.98). CLBFX has a lower initial minimum investment than MACHX: CLBFX (250) vs MACHX (1000). MACHX annual gain was more profitable for investors over the last year : 9.16 vs. CLBFX (7.93). CLBFX return over 5 years is better than : 47.10 vs. MACHX (36.63).
| CLBFX | MACHX | CLBFX / MACHX | |
| Total Expense Ratio | 0.67 | 0.56 | 120% |
| Annual Report Gross Expense Ratio | 0.67 | 0.56 | 120% |
| Fund Existence | 23 years | 41 years | - |
| Gain YTD | 12.937 | 15.043 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 214M | 122,430% |
| Annual Yield % from dividends | 1.94 | 2.01 | 97% |
| Returns for 1 year | 7.93 | 9.16 | 87% |
| Returns for 3 years | 52.34 | 42.13 | 124% |
| Returns for 5 years | 47.10 | 36.63 | 129% |
| Returns for 10 years | 98.95 | 52.50 | 188% |
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