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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBAIX Comparison Chart
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CLBAX vs. MBAIX commentary
Dec 25, 2024
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: 238B vs. MBAIX (445M). MBAIX (2.28) and CLBAX (2.23) have matching dividends . CLBAX was incepted earlier than MBAIX: CLBAX (23 years) vs MBAIX (36 years). MBAIX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). 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 : 10.70 vs. MBAIX (4.43). CLBAX return over 5 years is better than : 32.25 vs. MBAIX (5.20).
| CLBAX | MBAIX | CLBAX / MBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 10.217 | 3.905 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 2.23 | 2.28 | 98% |
| Returns for 1 year | 10.70 | 4.43 | 242% |
| Returns for 3 years | 10.47 | 6.05 | 173% |
| Returns for 5 years | 32.25 | 5.20 | 620% |
| Returns for 10 years | 64.71 | 3.55 | 1,823% |
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