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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Sep 08, 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 MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. MBNAX (449M). CLBFX (1.94) and MBNAX (1.94) have matching dividends . CLBFX was incepted earlier than MBNAX: CLBFX (23 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than CLBFX (0.67). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MBNAX: CLBFX (250) vs MBNAX (15000). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. MBNAX (3.23). CLBFX return over 5 years is better than : 42.70 vs. MBNAX (14.67).
| CLBFX | MBNAX | CLBFX / MBNAX | |
| Total Expense Ratio | 0.67 | 1.08 | 62% |
| Annual Report Gross Expense Ratio | 0.67 | 1.08 | 62% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 11.495 | 7.277 | 158% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 10.11 | 3.23 | 313% |
| Returns for 3 years | 41.65 | 20.87 | 200% |
| Returns for 5 years | 42.70 | 14.67 | 291% |
| Returns for 10 years | 92.18 | 14.09 | 654% |