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AFMBX vs CLBAX
AFMBX vs CLBAX Comparison
Open Charts AFMBX vs CLBAX
American Funds American Balanced F3
Price$37.16
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets253.63B
American Funds American Balanced 529A
Price$37.08
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets253.63B
AFMBX vs CLBAX Comparison Chart in %
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AFMBX vs. CLBAX commentary
Aug 23, 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 AFMBX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (254B) and CLBAX (254B) have equal amount of cash in the bank . AFMBX pays higher dividends than CLBAX: AFMBX (2.13) vs CLBAX (1.82). AFMBX was incepted earlier than CLBAX: AFMBX (9 years) vs CLBAX (24 years). CLBAX (0.58) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and CLBAX (44.00) have comparable annual turnover. CLBAX has a lower initial minimum investment than AFMBX: CLBAX (250) vs AFMBX (1000000). AFMBX annual gain was more profitable for investors over the last year : 6.76 vs. CLBAX (6.39). AFMBX (39.35) and CLBAX (39.13) have equivalent 5 years return.
| AFMBX | CLBAX | AFMBX / CLBAX | |
| Total Expense Ratio | 0.25 | 0.58 | 43% |
| Annual Report Gross Expense Ratio | 0.25 | 0.58 | 43% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 9.382 | 9.159 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 2.13 | 1.82 | 117% |
| Returns for 1 year | 6.76 | 6.39 | 106% |
| Returns for 3 years | 33.30 | 33.15 | 100% |
| Returns for 5 years | 39.35 | 39.13 | 101% |
| Returns for 10 years | N/A | 88.94 | - |
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