Interact to see
Advertisement
Advertisement
CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CLBAX vs MBACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBACX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. MBACX (449M). CLBAX pays higher dividends than MBACX: CLBAX (1.80) vs MBACX (0.91). 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 : 9.95 vs. MBACX (2.17). CLBAX return over 5 years is better than : 41.54 vs. MBACX (8.90).
| 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 | 11.362 | 6.539 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.80 | 0.91 | 197% |
| Returns for 1 year | 9.95 | 2.17 | 459% |
| Returns for 3 years | 40.92 | 17.24 | 237% |
| Returns for 5 years | 41.54 | 8.90 | 467% |
| Returns for 10 years | 88.47 | 5.72 | 1,546% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers