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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$35.87
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets245.62B
CLBAX vs MBACX Comparison Chart
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CLBAX vs. MBACX commentary
Jun 13, 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: 246B vs. MBACX (441M). CLBAX pays higher dividends than MBACX: CLBAX (1.91) 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 (0.58). 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 : 6.83 vs. MBACX (3.96). CLBAX return over 5 years is better than : 41.35 vs. MBACX (9.99).
| CLBAX | MBACX | CLBAX / MBACX | |
| Total Expense Ratio | 0.58 | 2.09 | 28% |
| Annual Report Gross Expense Ratio | 0.58 | 2.20 | 26% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 5.342 | 3.090 | 173% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 441M | 55,782% |
| Annual Yield % from dividends | 1.91 | 0.97 | 196% |
| Returns for 1 year | 6.83 | 3.96 | 172% |
| Returns for 3 years | 34.05 | 15.44 | 221% |
| Returns for 5 years | 41.35 | 9.99 | 414% |
| Returns for 10 years | 72.53 | -1.87 | -3,872% |
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