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CLBAX vs FBAFX
CLBAX vs FBAFX Comparison
Open Charts CLBAX vs FBAFX
American Funds American Balanced 529A
Price$33.20
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets224.6B
American Funds American Balanced 529-F-2
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
CLBAX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX (225B) and FBAFX (225B) have equal amount of cash in the bank . FBAFX pays higher dividends than CLBAX: FBAFX (2.22) vs CLBAX (1.98). CLBAX was incepted earlier than FBAFX: CLBAX (23 years) vs FBAFX (4 years). CLBAX (0.60) is less costly to investors than FBAFX (0.33). CLBAX (171.00) and FBAFX (171.00) have comparable annual turnover. CLBAX (250) and FBAFX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 1.90 vs. CLBAX (1.62).
| CLBAX | FBAFX | CLBAX / FBAFX | |
| Total Expense Ratio | 0.60 | 0.33 | 182% |
| Annual Report Gross Expense Ratio | 0.60 | 0.33 | 182% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -3.817 | -3.720 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 225B | 100% |
| Annual Yield % from dividends | 1.98 | 2.22 | 89% |
| Returns for 1 year | 1.62 | 1.90 | 85% |
| Returns for 3 years | 13.17 | 14.09 | 93% |
| Returns for 5 years | 34.29 | N/A | - |
| Returns for 10 years | 54.72 | N/A | - |