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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. MBAIX (446M). MBAIX pays higher dividends than CLBFX: MBAIX (2.22) vs CLBFX (1.97). 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 : 8.11 vs. MBAIX (3.25). CLBFX return over 5 years is better than : 40.98 vs. MBAIX (14.08).
| 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 | 9.847 | 5.912 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.97 | 2.22 | 89% |
| Returns for 1 year | 8.11 | 3.25 | 249% |
| Returns for 3 years | 31.15 | 13.95 | 223% |
| Returns for 5 years | 40.98 | 14.08 | 291% |
| Returns for 10 years | 82.32 | 10.13 | 812% |
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