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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBACX Comparison Chart
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CLBAX vs. MBACX commentary
Nov 23, 2024
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 StrongBuy and MBACX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. MBACX (464M). CLBAX pays higher dividends than MBACX: CLBAX (2.23) vs MBACX (1.07). CLBAX was incepted earlier than MBACX: CLBAX (23 years) vs MBACX (22 years). MBACX is a more actively managed with annual turnover of: 313.00 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 : 20.76 vs. MBACX (15.41). CLBAX return over 5 years is better than : 38.86 vs. MBACX (5.82).
| CLBAX | MBACX | CLBAX / MBACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 14.919 | 10.023 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 464M | 51,293% |
| Annual Yield % from dividends | 2.23 | 1.07 | 208% |
| Returns for 1 year | 20.76 | 15.41 | 135% |
| Returns for 3 years | 13.53 | -10.43 | -130% |
| Returns for 5 years | 38.86 | 5.82 | 668% |
| Returns for 10 years | 63.49 | -5.88 | -1,080% |
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