Interact to see
Advertisement
Advertisement
CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$38.77
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
CLBFX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MBAIX commentary
Oct 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 Hold and MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. MBAIX (448M). MBAIX pays higher dividends than CLBFX: MBAIX (2.14) vs CLBFX (1.89). 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 : 8.32 vs. MBAIX (1.88). CLBFX return over 5 years is better than : 44.79 vs. MBAIX (14.88).
| 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 | 14.472 | 8.195 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 448M | 59,152% |
| Annual Yield % from dividends | 1.89 | 2.14 | 88% |
| Returns for 1 year | 8.32 | 1.88 | 442% |
| Returns for 3 years | 54.81 | 28.30 | 194% |
| Returns for 5 years | 44.79 | 14.88 | 301% |
| Returns for 10 years | 91.07 | 14.75 | 617% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement