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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$38.55
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Sep 19, 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: 263B vs. MBAIX (451M). MBAIX pays higher dividends than CLBAX: MBAIX (2.17) vs CLBAX (1.80). 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 : 9.94 vs. MBAIX (2.98). CLBAX return over 5 years is better than : 45.16 vs. MBAIX (16.92).
| 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 | 13.212 | 8.049 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 451M | 58,315% |
| Annual Yield % from dividends | 1.80 | 2.17 | 83% |
| Returns for 1 year | 9.94 | 2.98 | 334% |
| Returns for 3 years | 43.64 | 22.53 | 194% |
| Returns for 5 years | 45.16 | 16.92 | 267% |
| Returns for 10 years | 91.49 | 16.92 | 541% |
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