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CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
CLBAX vs MBAIX Comparison Chart
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CLBAX vs. MBAIX commentary
Apr 18, 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: 225B vs. MBAIX (423M). MBAIX pays higher dividends than CLBAX: MBAIX (2.27) vs CLBAX (1.98). CLBAX was incepted earlier than MBAIX: CLBAX (23 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than CLBAX (0.60). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (171.00). CLBAX has a lower initial minimum investment than MBAIX: CLBAX (250) vs MBAIX (1000000). MBAIX annual gain was more profitable for investors over the last year : 3.25 vs. CLBAX (2.56). CLBAX return over 5 years is better than : 33.40 vs. MBAIX (17.62).
| CLBAX | MBAIX | CLBAX / MBAIX | |
| Total Expense Ratio | 0.60 | 0.83 | 72% |
| Annual Report Gross Expense Ratio | 0.60 | 0.83 | 72% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | -3.700 | -1.221 | 303% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 423M | 53,191% |
| Annual Yield % from dividends | 1.98 | 2.27 | 87% |
| Returns for 1 year | 2.56 | 3.25 | 79% |
| Returns for 3 years | 11.10 | 6.46 | 172% |
| Returns for 5 years | 33.40 | 17.62 | 190% |
| Returns for 10 years | 55.90 | 1.78 | 3,134% |
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