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CLBFX vs VBIAX
CLBFX vs VBIAX Comparison
Open Charts CLBFX vs VBIAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Vanguard Balanced Index Adm
Price$50.72
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets58.27B
CLBFX vs VBIAX Comparison Chart in %
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CLBFX vs. VBIAX commentary
Jul 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 Buy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. VBIAX (58.3B). 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 : 10.40 vs. VBIAX (8.37). CLBFX return over 5 years is better than : 42.59 vs. VBIAX (32.88).
| 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 | 9.111 | 5.411 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 58.3B | 436% |
| Annual Yield % from dividends | 1.99 | 2.09 | 95% |
| Returns for 1 year | 10.40 | 8.37 | 124% |
| Returns for 3 years | 36.42 | 27.51 | 132% |
| Returns for 5 years | 42.59 | 32.88 | 130% |
| Returns for 10 years | 81.10 | 88.27 | 92% |
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