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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Dec 04, 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 StrongBuy and MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MBAIX (454M). MBAIX pays higher dividends than CLBFX: MBAIX (2.10) vs CLBFX (1.83). CLBFX was incepted earlier than MBAIX: CLBFX (23 years) vs MBAIX (37 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 : 9.42 vs. MBAIX (1.58). CLBFX return over 5 years is better than : 42.06 vs. MBAIX (10.43).
| 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 | 37 years | - |
| Gain YTD | 16.745 | 9.772 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.83 | 2.10 | 87% |
| Returns for 1 year | 9.42 | 1.58 | 597% |
| Returns for 3 years | 41.56 | 18.92 | 220% |
| Returns for 5 years | 42.06 | 10.43 | 403% |
| Returns for 10 years | 90.52 | 15.92 | 569% |