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CLBFX vs VBAIX
CLBFX vs VBAIX Comparison
Open Charts CLBFX vs VBAIX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Vanguard Balanced Index I
Price$52.50
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets59.67B
CLBFX vs VBAIX Comparison Chart in %
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CLBFX vs. VBAIX commentary
Sep 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. VBAIX (59.7B). VBAIX (2.04) and CLBFX (1.94) have matching dividends . 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 : 7.62 vs. VBAIX (6.69). CLBFX return over 5 years is better than : 46.68 vs. VBAIX (35.58).
| 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 | 12.614 | 9.091 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 59.7B | 439% |
| Annual Yield % from dividends | 1.94 | 2.04 | 96% |
| Returns for 1 year | 7.62 | 6.69 | 114% |
| Returns for 3 years | 51.90 | 41.71 | 124% |
| Returns for 5 years | 46.68 | 35.58 | 131% |
| Returns for 10 years | 98.38 | 107.09 | 92% |
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