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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Aug 12, 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. MBAIX (442M). MBAIX pays higher dividends than CLBAX: MBAIX (2.22) vs CLBAX (1.82). CLBAX was incepted earlier than MBAIX: CLBAX (24 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than CLBAX (0.58). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MBAIX: CLBAX (250) vs MBAIX (1000000). CLBAX annual gain was more profitable for investors over the last year : 9.60 vs. MBAIX (4.20). CLBAX return over 5 years is better than : 38.27 vs. MBAIX (12.96).
| CLBAX | MBAIX | CLBAX / MBAIX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 8.895 | 5.144 | 173% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 442M | 57,466% |
| Annual Yield % from dividends | 1.82 | 2.22 | 82% |
| Returns for 1 year | 9.60 | 4.20 | 229% |
| Returns for 3 years | 29.80 | 13.50 | 221% |
| Returns for 5 years | 38.27 | 12.96 | 295% |
| Returns for 10 years | 77.61 | 9.53 | 814% |