Ad is loading...
AMBFX vs CLBAX
AMBFX vs CLBAX Comparison
Open Charts AMBFX vs CLBAX
American Funds American Balanced F2
Price$33.98
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets231.33B
American Funds American Balanced 529A
Price$33.93
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets231.33B
AMBFX vs CLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AMBFX vs. CLBAX commentary
Apr 30, 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 AMBFX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX (231B) and CLBAX (231B) have equal amount of cash in the bank . AMBFX pays higher dividends than CLBAX: AMBFX (2.21) vs CLBAX (1.98). AMBFX was incepted earlier than CLBAX: AMBFX (17 years) vs CLBAX (23 years). CLBAX (0.58) is less costly to investors than AMBFX (0.35). AMBFX (44.00) and CLBAX (44.00) have comparable annual turnover. AMBFX (250) and CLBAX (250) have matching initial minimum investment requirements. CLBAX (4.65) and AMBFX (4.61) have marching annual gain over last year. CLBAX (36.90) and AMBFX (36.12) have equivalent 5 years return.
| AMBFX | CLBAX | AMBFX / CLBAX | |
| Total Expense Ratio | 0.35 | 0.58 | 60% |
| Annual Report Gross Expense Ratio | 0.35 | 0.58 | 60% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -0.860 | -0.655 | 131% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 231B | 100% |
| Annual Yield % from dividends | 2.21 | 1.98 | 112% |
| Returns for 1 year | 4.61 | 4.65 | 99% |
| Returns for 3 years | 18.49 | 19.36 | 95% |
| Returns for 5 years | 36.12 | 36.90 | 98% |
| Returns for 10 years | 50.47 | 60.70 | 83% |