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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
CLBAX vs MBACX Comparison Chart in %
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CLBAX vs. MBACX commentary
Oct 21, 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 MBACX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MBACX (446M). CLBAX pays higher dividends than MBACX: CLBAX (1.76) vs MBACX (0.88). CLBAX was incepted earlier than MBACX: CLBAX (24 years) vs MBACX (23 years). MBACX (2.20) is less costly to investors than CLBAX (0.58). MBACX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MBACX: CLBAX (250) vs MBACX (1000). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. MBACX (0.12). CLBAX return over 5 years is better than : 43.96 vs. MBACX (7.10).
| CLBAX | MBACX | CLBAX / MBACX | |
| Total Expense Ratio | 0.58 | 2.09 | 28% |
| Annual Report Gross Expense Ratio | 0.58 | 2.20 | 26% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.656 | 6.659 | 220% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.76 | 0.88 | 200% |
| Returns for 1 year | 8.72 | 0.12 | 7,216% |
| Returns for 3 years | 51.33 | 20.14 | 255% |
| Returns for 5 years | 43.96 | 7.10 | 619% |
| Returns for 10 years | 88.01 | 3.70 | 2,382% |
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