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AOBLX vs CLBAX
AOBLX vs CLBAX Comparison
Open Charts AOBLX vs CLBAX
Victory Pioneer Balanced A
Price$11.78
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets412.99M
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
AOBLX vs CLBAX Comparison Chart in %
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AOBLX vs. CLBAX commentary
Aug 17, 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 AOBLX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. AOBLX (413M). CLBAX (1.82) and AOBLX (1.79) have matching dividends . AOBLX was incepted earlier than CLBAX: AOBLX (34 years) vs CLBAX (24 years). AOBLX (0.94) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. AOBLX (33.00). AOBLX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than AOBLX: CLBAX (250) vs AOBLX (1000). AOBLX annual gain was more profitable for investors over the last year : 8.83 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. AOBLX (29.49).
| AOBLX | CLBAX | AOBLX / CLBAX | |
| Total Expense Ratio | 0.94 | 0.58 | 162% |
| Annual Report Gross Expense Ratio | 0.94 | 0.58 | 162% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 7.962 | 9.747 | 82% |
| Front Load | 5% | 4% | 129% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 413M | 256B | 0% |
| Annual Yield % from dividends | 1.79 | 1.82 | 98% |
| Returns for 1 year | 8.83 | 7.96 | 111% |
| Returns for 3 years | 26.19 | 30.56 | 86% |
| Returns for 5 years | 29.49 | 39.83 | 74% |
| Returns for 10 years | 48.94 | 78.78 | 62% |
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