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CLBFX vs VBIAX
CLBFX vs VBIAX Comparison
Open Charts CLBFX vs VBIAX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Vanguard Balanced Index Adm
Price$51.90
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets59.67B
CLBFX vs VBIAX Comparison Chart in %
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CLBFX vs. VBIAX commentary
Sep 09, 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: 259B vs. VBIAX (59.7B). VBIAX (2.03) and CLBFX (1.94) 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 : 11.92 vs. VBIAX (7.87). CLBFX return over 5 years is better than : 43.66 vs. VBIAX (30.65).
| 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 | 11.937 | 7.530 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 59.7B | 434% |
| Annual Yield % from dividends | 1.94 | 2.03 | 96% |
| Returns for 1 year | 11.92 | 7.87 | 151% |
| Returns for 3 years | 38.90 | 31.60 | 123% |
| Returns for 5 years | 43.66 | 30.65 | 142% |
| Returns for 10 years | 93.51 | 98.28 | 95% |
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