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BALFX vs CLBAX
BALFX vs CLBAX Comparison
Open Charts BALFX vs CLBAX
American Funds American Balanced F1
Price$38.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
American Funds American Balanced 529A
Price$38.89
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
BALFX vs CLBAX Comparison Chart in %
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BALFX vs. CLBAX commentary
Oct 06, 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 BALFX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX (266B) and CLBAX (266B) have equal amount of cash in the bank . BALFX pays higher dividends than CLBAX: BALFX (1.72) vs CLBAX (1.49). BALFX was incepted earlier than CLBAX: BALFX (25 years) vs CLBAX (24 years). BALFX (0.61) is less costly to investors than CLBAX (0.58). BALFX (44.00) and CLBAX (44.00) have comparable annual turnover. BALFX (250) and CLBAX (250) have matching initial minimum investment requirements. BALFX (9.82) and CLBAX (9.56) have marching annual gain over last year. CLBAX (46.54) and BALFX (44.87) have equivalent 5 years return.
| BALFX | CLBAX | BALFX / CLBAX | |
| Total Expense Ratio | 0.61 | 0.58 | 105% |
| Annual Report Gross Expense Ratio | 0.61 | 0.58 | 105% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.486 | 14.211 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 266B | 100% |
| Annual Yield % from dividends | 1.72 | 1.49 | 116% |
| Returns for 1 year | 9.82 | 9.56 | 103% |
| Returns for 3 years | 47.11 | 47.56 | 99% |
| Returns for 5 years | 44.87 | 46.54 | 96% |
| Returns for 10 years | 78.42 | 90.86 | 86% |
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