Interact to see
Advertisement
Advertisement
CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CLBFX vs SIBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. SIBAX commentary
Sep 27, 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 Hold and SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. SIBAX (72.6M). CLBFX pays higher dividends than SIBAX: CLBFX (1.94) vs SIBAX (1.43). CLBFX was incepted earlier than SIBAX: CLBFX (23 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 11.65 vs. CLBFX (7.62). SIBAX return over 5 years is better than : 49.32 vs. CLBFX (46.68).
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 12.614 | 10.442 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 72.6M | 360,882% |
| Annual Yield % from dividends | 1.94 | 1.43 | 136% |
| Returns for 1 year | 7.62 | 11.65 | 65% |
| Returns for 3 years | 51.90 | 57.80 | 90% |
| Returns for 5 years | 46.68 | 49.32 | 95% |
| Returns for 10 years | 98.38 | 115.02 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement