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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Touchstone Balanced Y
Price$30.49
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets998.44M
CLBFX vs SIBLX Comparison Chart in %
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CLBFX vs. SIBLX commentary
Oct 18, 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. SIBLX (998M). CLBFX pays higher dividends than SIBLX: CLBFX (1.89) vs SIBLX (1.54). CLBFX was incepted earlier than SIBLX: CLBFX (23 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than CLBFX (0.67). SIBLX is a more actively managed with annual turnover of: 82.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SIBLX: CLBFX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 10.81 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. SIBLX (37.57).
| CLBFX | SIBLX | CLBFX / SIBLX | |
| Total Expense Ratio | 0.67 | 0.79 | 85% |
| Annual Report Gross Expense Ratio | 0.67 | 0.79 | 85% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 14.767 | 11.624 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 998M | 26,553% |
| Annual Yield % from dividends | 1.89 | 1.54 | 123% |
| Returns for 1 year | 8.84 | 10.81 | 82% |
| Returns for 3 years | 52.03 | 53.58 | 97% |
| Returns for 5 years | 45.11 | 37.57 | 120% |
| Returns for 10 years | 91.64 | 80.23 | 114% |
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