Interact to see
Advertisement
Advertisement
CLBAX vs MBAIX
CLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIX
American Funds American Balanced 529A
Price$38.61
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
CLBAX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBAIX commentary
Nov 23, 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 Hold and MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 261B vs. MBAIX (439M). MBAIX pays higher dividends than CLBAX: MBAIX (2.14) vs CLBAX (1.73). CLBAX was incepted earlier than MBAIX: CLBAX (24 years) vs MBAIX (37 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 : 8.33 vs. MBAIX (1.13). CLBAX return over 5 years is better than : 40.15 vs. MBAIX (11.17).
| 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 | 37 years | - |
| Gain YTD | 13.713 | 8.262 | 166% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 439M | 59,453% |
| Annual Yield % from dividends | 1.73 | 2.14 | 81% |
| Returns for 1 year | 8.33 | 1.13 | 737% |
| Returns for 3 years | 40.08 | 18.74 | 214% |
| Returns for 5 years | 40.15 | 11.17 | 359% |
| Returns for 10 years | 82.60 | 14.01 | 590% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement