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CLBFX vs MACHX
CLBFX vs MACHX Comparison
Open Charts CLBFX vs MACHX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
MoA Balanced Fund
Price$22.34
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets208.09M
CLBFX vs MACHX Comparison Chart in %
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CLBFX vs. MACHX commentary
Aug 20, 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 MACHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. MACHX (208M). MACHX (2.04) and CLBFX (1.97) 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 : 7.47 vs. CLBFX (6.98). CLBFX return over 5 years is better than : 40.55 vs. MACHX (30.18).
| 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 | 9.435 | 11.065 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 208M | 123,077% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 6.98 | 7.47 | 93% |
| Returns for 3 years | 32.26 | 23.35 | 138% |
| Returns for 5 years | 40.55 | 30.18 | 134% |
| Returns for 10 years | 88.40 | 42.20 | 209% |
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