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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced Y
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.01B
CLBFX vs SIBLX Comparison Chart in %
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CLBFX vs. SIBLX 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 SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SIBLX (1.01B). CLBFX pays higher dividends than SIBLX: CLBFX (1.83) vs SIBLX (1.51). CLBFX was incepted earlier than SIBLX: CLBFX (23 years) vs SIBLX (18 years). SIBLX (0.77) 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). CLBFX (9.21) and SIBLX (8.98) have marching annual gain over last year. SIBLX (38.30) and CLBFX (37.57) have equivalent 5 years return.
| CLBFX | SIBLX | CLBFX / SIBLX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 10.840 | 10.490 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,581% |
| Annual Yield % from dividends | 1.83 | 1.51 | 121% |
| Returns for 1 year | 9.21 | 8.98 | 103% |
| Returns for 3 years | 38.59 | 47.48 | 81% |
| Returns for 5 years | 37.57 | 38.30 | 98% |
| Returns for 10 years | 88.41 | 82.35 | 107% |
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