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CLBFX vs VBIAX
CLBFX vs VBIAX Comparison
Open Charts CLBFX vs VBIAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Vanguard Balanced Index Adm
Price$51.15
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets58.79B
CLBFX vs VBIAX Comparison Chart in %
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CLBFX vs. VBIAX commentary
Aug 18, 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. VBIAX (58.8B). VBIAX (2.06) and CLBFX (1.97) have matching dividends . CLBFX was incepted earlier than VBIAX: CLBFX (23 years) vs VBIAX (25 years). CLBFX (0.67) is less costly to investors than VBIAX (0.07). CLBFX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (22.00). CLBFX has a lower initial minimum investment than VBIAX: CLBFX (250) vs VBIAX (3000). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. VBIAX (6.88). CLBFX return over 5 years is better than : 40.98 vs. VBIAX (30.34).
| CLBFX | VBIAX | CLBFX / VBIAX | |
| Total Expense Ratio | 0.67 | 0.07 | 957% |
| Annual Report Gross Expense Ratio | 0.67 | 0.07 | 957% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 9.847 | 6.304 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.8B | 435% |
| Annual Yield % from dividends | 1.97 | 2.06 | 96% |
| Returns for 1 year | 8.11 | 6.88 | 118% |
| Returns for 3 years | 31.15 | 20.94 | 149% |
| Returns for 5 years | 40.98 | 30.34 | 135% |
| Returns for 10 years | 82.32 | 89.24 | 92% |
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