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CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
CLBFX vs SIBAX Comparison Chart in %
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CLBFX vs. SIBAX commentary
Dec 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 StrongBuy and SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SIBAX (75.9M). CLBFX pays higher dividends than SIBAX: CLBFX (1.83) vs SIBAX (1.37). CLBFX was incepted earlier than SIBAX: CLBFX (23 years) vs SIBAX (32 years). SIBAX (0.89) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (35.11). 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 : 9.80 vs. CLBFX (9.28). SIBAX return over 5 years is better than : 39.37 vs. CLBFX (37.42).
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.67 | 0.89 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.722 | 11.659 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 75.9M | 354,414% |
| Annual Yield % from dividends | 1.83 | 1.37 | 134% |
| Returns for 1 year | 9.28 | 9.80 | 95% |
| Returns for 3 years | 38.20 | 59.80 | 64% |
| Returns for 5 years | 37.42 | 39.37 | 95% |
| Returns for 10 years | 88.92 | 115.97 | 77% |
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