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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
CLBAX vs MBAIX Comparison Chart
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CLBAX vs. MBAIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. MBAIX (436M). MBAIX pays higher dividends than CLBAX: MBAIX (2.27) vs CLBAX (1.91). CLBAX was incepted earlier than MBAIX: CLBAX (23 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 : 7.12 vs. MBAIX (4.37). CLBAX return over 5 years is better than : 36.50 vs. MBAIX (11.72).
| CLBAX | MBAIX | CLBAX / MBAIX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 4.703 | 2.863 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.91 | 2.27 | 84% |
| Returns for 1 year | 7.12 | 4.37 | 163% |
| Returns for 3 years | 23.47 | 11.38 | 206% |
| Returns for 5 years | 36.50 | 11.72 | 312% |
| Returns for 10 years | 71.97 | 7.29 | 988% |
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