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CLBAX vs CLBEX
CLBAX vs CLBEX Comparison
Open Charts CLBAX vs CLBEX
American Funds American Balanced 529A
Price$36.80
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets252.03B
American Funds American Balanced 529E
Price$36.77
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets252.03B
CLBAX vs CLBEX Comparison Chart in %
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CLBAX vs. CLBEX commentary
Jul 15, 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 CLBAX is a Buy and CLBEX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (252B) and CLBEX (252B) have equal amount of cash in the bank . CLBAX pays higher dividends than CLBEX: CLBAX (1.84) vs CLBEX (1.62). CLBAX was incepted earlier than CLBEX: CLBAX (23 years) vs CLBEX (23 years). CLBEX (0.83) is less costly to investors than CLBAX (0.58). CLBAX (44.00) and CLBEX (44.00) have comparable annual turnover. CLBAX (250) and CLBEX (250) have matching initial minimum investment requirements. CLBAX (6.52) and CLBEX (6.25) have marching annual gain over last year. CLBAX (40.84) and CLBEX (39.19) have equivalent 5 years return.
| CLBAX | CLBEX | CLBAX / CLBEX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.073 | 7.924 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 252B | 100% |
| Annual Yield % from dividends | 1.84 | 1.62 | 114% |
| Returns for 1 year | 6.52 | 6.25 | 104% |
| Returns for 3 years | 36.52 | 35.55 | 103% |
| Returns for 5 years | 40.84 | 39.19 | 104% |
| Returns for 10 years | 74.51 | 70.40 | 106% |
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