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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
CLBAX vs MBACX Comparison Chart
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CLBAX vs. MBACX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 220B vs. MBACX (427M). CLBAX pays higher dividends than MBACX: CLBAX (1.98) vs MBACX (0.97). CLBAX was incepted earlier than MBACX: CLBAX (23 years) vs MBACX (22 years). MBACX (2.20) is less costly to investors than CLBAX (0.60). MBACX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (171.00). 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 : -3.59 vs. MBACX (-4.06). CLBAX return over 5 years is better than : 31.84 vs. MBACX (7.52).
| CLBAX | MBACX | CLBAX / MBACX | |
| Total Expense Ratio | 0.60 | 2.09 | 29% |
| Annual Report Gross Expense Ratio | 0.60 | 2.20 | 27% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -6.950 | -4.517 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 427M | 51,522% |
| Annual Yield % from dividends | 1.98 | 0.97 | 204% |
| Returns for 1 year | -3.59 | -4.06 | 88% |
| Returns for 3 years | 6.11 | -1.38 | -442% |
| Returns for 5 years | 31.84 | 7.52 | 424% |
| Returns for 10 years | 51.06 | -10.46 | -488% |
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