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CLBFX vs TBARX
CLBFX vs TBARX Comparison
Open Charts CLBFX vs TBARX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Touchstone Balanced R6
Price$30.52
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets1B
CLBFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. TBARX (1.01B). CLBFX pays higher dividends than TBARX: CLBFX (1.94) vs TBARX (1.68). CLBFX was incepted earlier than TBARX: CLBFX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than CLBFX (0.67). TBARX is a more actively managed with annual turnover of: 70.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than TBARX: CLBFX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 11.26 vs. CLBFX (7.93).
| CLBFX | TBARX | CLBFX / TBARX | |
| Total Expense Ratio | 0.67 | 0.64 | 105% |
| Annual Report Gross Expense Ratio | 0.67 | 6.95 | 10% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 12.937 | 11.465 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.01B | 26,169% |
| Annual Yield % from dividends | 1.94 | 1.68 | 115% |
| Returns for 1 year | 7.93 | 11.26 | 70% |
| Returns for 3 years | 52.34 | 56.88 | 92% |
| Returns for 5 years | 47.10 | N/A | - |
| Returns for 10 years | 98.95 | N/A | - |
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