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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
CLBAX vs MBACX Comparison Chart in %
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CLBAX vs. MBACX commentary
Nov 20, 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 Hold and MBACX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. MBACX (441M). CLBAX pays higher dividends than MBACX: CLBAX (1.73) 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 : 8.81 vs. MBACX (-0.10). CLBAX return over 5 years is better than : 39.86 vs. MBACX (3.35).
| 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 | 13.743 | 6.592 | 208% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.73 | 0.88 | 196% |
| Returns for 1 year | 8.81 | -0.10 | -8,846% |
| Returns for 3 years | 41.33 | 14.82 | 279% |
| Returns for 5 years | 39.86 | 3.35 | 1,190% |
| Returns for 10 years | 82.79 | 3.40 | 2,433% |
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