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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Jan 16, 2026
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: 270B vs. MBAIX (458M). MBAIX pays higher dividends than CLBFX: MBAIX (2.23) vs CLBFX (2.08). 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 : 14.42 vs. MBAIX (7.75). CLBFX return over 5 years is better than : 39.53 vs. MBAIX (5.95).
| 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 | 2.357 | 1.899 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 458M | 58,952% |
| Annual Yield % from dividends | 2.08 | 2.23 | 94% |
| Returns for 1 year | 14.42 | 7.75 | 186% |
| Returns for 3 years | 38.39 | 18.02 | 213% |
| Returns for 5 years | 39.53 | 5.95 | 665% |
| Returns for 10 years | 105.76 | 30.77 | 344% |
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