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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Jul 07, 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: 252B vs. MBAIX (446M). MBAIX pays higher dividends than CLBFX: MBAIX (2.22) vs CLBFX (1.99). 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 : 8.02 vs. MBAIX (6.23). CLBFX return over 5 years is better than : 44.49 vs. MBAIX (18.33).
| 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 | 8.169 | 5.010 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.99 | 2.22 | 90% |
| Returns for 1 year | 8.02 | 6.23 | 129% |
| Returns for 3 years | 36.80 | 19.89 | 185% |
| Returns for 5 years | 44.49 | 18.33 | 243% |
| Returns for 10 years | 81.14 | 9.53 | 851% |
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