CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
VALIX
Price
$14.05
Change
+$0.07 (+0.50%)
Updated
Jul 3 closing price
Net Assets
486.74M
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CLBFX vs VALIX

Header iconCLBFX vs VALIX Comparison
Open Charts CLBFX vs VALIXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Value Line Capital Appreciation Investor
Price$14.05
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets486.74M
CLBFX vs VALIX Comparison Chart in %
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CLBFX vs. VALIX commentary
Jul 07, 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 VALIX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. VALIX (487M). CLBFX pays higher dividends than VALIX: CLBFX (1.99) vs VALIX (0.71). CLBFX was incepted earlier than VALIX: CLBFX (23 years) vs VALIX (73 years). VALIX (1.08) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). CLBFX has a lower initial minimum investment than VALIX: CLBFX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 20.79 vs. CLBFX (8.02). CLBFX return over 5 years is better than : 44.49 vs. VALIX (25.82).
CLBFXVALIXCLBFX / VALIX
Total Expense Ratio0.671.0862%
Annual Report Gross Expense Ratio0.671.0862%
Fund Existence23 years73 years-
Gain YTD8.16911.24373%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B487M51,745%
Annual Yield % from dividends1.990.71279%
Returns for 1 year8.0220.7939%
Returns for 3 years36.8061.1360%
Returns for 5 years44.4925.82172%
Returns for 10 years81.1452.73154%
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