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CLBAX vs MBACX
CLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACX
American Funds American Balanced 529A
Price$34.80
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
CLBAX vs MBACX Comparison Chart
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CLBAX vs. MBACX commentary
May 23, 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: 240B vs. MBACX (440M). CLBAX pays higher dividends than MBACX: CLBAX (1.98) vs MBACX (0.99). 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 : 4.30 vs. MBACX (0.74). CLBAX return over 5 years is better than : 39.69 vs. MBACX (11.75).
| 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 | 1.892 | 1.205 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 440M | 54,545% |
| Annual Yield % from dividends | 1.98 | 0.99 | 201% |
| Returns for 1 year | 4.30 | 0.74 | 581% |
| Returns for 3 years | 24.74 | 9.79 | 253% |
| Returns for 5 years | 39.69 | 11.75 | 338% |
| Returns for 10 years | 64.36 | -4.75 | -1,356% |
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