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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$39.42
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. MBNAX (450M). MBNAX (1.92) and CLBFX (1.86) 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 (2.05). CLBFX return over 5 years is better than : 44.32 vs. MBNAX (11.25).
| 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 | 16.391 | 9.102 | 180% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 450M | 59,556% |
| Annual Yield % from dividends | 1.86 | 1.92 | 97% |
| Returns for 1 year | 10.11 | 2.05 | 494% |
| Returns for 3 years | 44.93 | 19.86 | 226% |
| Returns for 5 years | 44.32 | 11.25 | 394% |
| Returns for 10 years | 94.43 | 15.45 | 611% |
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