Interact to see
Advertisement
Advertisement
CLBFX vs VBIAX
CLBFX vs VBIAX Comparison
Open Charts CLBFX vs VBIAX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard Balanced Index Adm
Price$50.16
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
CLBFX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. VBIAX (56.6B). VBIAX (2.09) and CLBFX (1.99) 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 : 8.02 vs. VBIAX (6.48). CLBFX return over 5 years is better than : 44.49 vs. VBIAX (34.25).
| 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 | 8.169 | 4.247 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 56.6B | 445% |
| Annual Yield % from dividends | 1.99 | 2.09 | 95% |
| Returns for 1 year | 8.02 | 6.48 | 124% |
| Returns for 3 years | 36.80 | 28.53 | 129% |
| Returns for 5 years | 44.49 | 34.25 | 130% |
| Returns for 10 years | 81.14 | 87.19 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement