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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$36.34
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Jun 27, 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: 248B vs. MBAIX (441M). 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 : 7.35 vs. MBAIX (5.58). CLBAX return over 5 years is better than : 44.52 vs. MBAIX (19.26).
| 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 | 6.722 | 4.125 | 163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 441M | 56,236% |
| Annual Yield % from dividends | 1.91 | 2.27 | 84% |
| Returns for 1 year | 7.35 | 5.58 | 132% |
| Returns for 3 years | 33.69 | 18.52 | 182% |
| Returns for 5 years | 44.52 | 19.26 | 231% |
| Returns for 10 years | 76.05 | 8.74 | 870% |
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