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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBAX vs MBACX Comparison Chart in %
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CLBAX vs. MBACX commentary
Aug 16, 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: 256B vs. MBACX (446M). CLBAX pays higher dividends than MBACX: CLBAX (1.82) vs MBACX (0.93). 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 : 7.96 vs. MBACX (1.92). CLBAX return over 5 years is better than : 39.83 vs. MBACX (7.06).
| 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 | 9.747 | 5.088 | 192% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.82 | 0.93 | 196% |
| Returns for 1 year | 7.96 | 1.92 | 415% |
| Returns for 3 years | 30.56 | 9.69 | 316% |
| Returns for 5 years | 39.83 | 7.06 | 564% |
| Returns for 10 years | 78.78 | 0.18 | 43,020% |
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