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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced Y
Price$29.97
Change-$0.61 (-1.99%)
VolumeN/A
Net Assets1.01B
CLBFX vs SIBLX Comparison Chart in %
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CLBFX vs. SIBLX commentary
Feb 04, 2026
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 SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. SIBLX (1.01B). CLBFX pays higher dividends than SIBLX: CLBFX (2.03) vs SIBLX (1.54). 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 annual gain was more profitable for investors over the last year : 11.50 vs. SIBLX (7.77). CLBFX return over 5 years is better than : 38.44 vs. SIBLX (33.78).
| 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 | 2.464 | 0.368 | 669% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 2.03 | 1.54 | 132% |
| Returns for 1 year | 11.50 | 7.77 | 148% |
| Returns for 3 years | 37.33 | 37.81 | 99% |
| Returns for 5 years | 38.44 | 33.78 | 114% |
| Returns for 10 years | 104.71 | 91.86 | 114% |
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