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CLBFX vs VBAIX
CLBFX vs VBAIX Comparison
Open Charts CLBFX vs VBAIX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
CLBFX vs VBAIX Comparison Chart in %
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CLBFX vs. VBAIX 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 VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. VBAIX (56.6B). VBAIX pays higher dividends than CLBFX: VBAIX (2.10) vs CLBFX (1.99). CLBFX was incepted earlier than VBAIX: CLBFX (23 years) vs VBAIX (25 years). CLBFX (0.67) is less costly to investors than VBAIX (0.06). CLBFX is a more actively managed with annual turnover of: 44.00 vs. VBAIX (22.00). CLBFX has a lower initial minimum investment than VBAIX: CLBFX (250) vs VBAIX (5000000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. VBAIX (6.51). CLBFX return over 5 years is better than : 44.49 vs. VBAIX (34.28).
| CLBFX | VBAIX | CLBFX / VBAIX | |
| Total Expense Ratio | 0.67 | 0.06 | 1,117% |
| Annual Report Gross Expense Ratio | 0.67 | 0.06 | 1,117% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 8.169 | 4.249 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 56.6B | 445% |
| Annual Yield % from dividends | 1.99 | 2.10 | 95% |
| Returns for 1 year | 8.02 | 6.51 | 123% |
| Returns for 3 years | 36.80 | 28.54 | 129% |
| Returns for 5 years | 44.49 | 34.28 | 130% |
| Returns for 10 years | 81.14 | 87.33 | 93% |
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