Interact to see
Advertisement
Advertisement
CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
CLBFX vs MBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MBAIX commentary
Jun 16, 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 MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. MBAIX (439M). MBAIX pays higher dividends than CLBFX: MBAIX (2.27) vs CLBFX (2.07). CLBFX was incepted earlier than MBAIX: CLBFX (23 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than CLBFX (0.67). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MBAIX: CLBFX (250) vs MBAIX (1000000). CLBFX annual gain was more profitable for investors over the last year : 5.44 vs. MBAIX (4.71). CLBFX return over 5 years is better than : 41.30 vs. MBAIX (16.10).
| CLBFX | MBAIX | CLBFX / MBAIX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 4.519 | 2.996 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 2.07 | 2.27 | 91% |
| Returns for 1 year | 5.44 | 4.71 | 116% |
| Returns for 3 years | 34.29 | 19.77 | 173% |
| Returns for 5 years | 41.30 | 16.10 | 257% |
| Returns for 10 years | 73.68 | 6.61 | 1,114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement