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CLBAX vs MBLAX
CLBAX vs MBLAX Comparison
Open Charts CLBAX vs MBLAX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income A
Price$12.84
Change-$0.17 (-1.31%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBLAX Comparison Chart
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CLBAX vs. MBLAX commentary
Dec 19, 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 Hold and MBLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. MBLAX (136M). MBLAX pays higher dividends than CLBAX: MBLAX (4.13) vs CLBAX (2.23). CLBAX was incepted earlier than MBLAX: CLBAX (23 years) vs MBLAX (27 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (118.00). CLBAX has a lower initial minimum investment than MBLAX: CLBAX (250) vs MBLAX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.51 vs. MBLAX (-5.64). CLBAX return over 5 years is better than : 34.39 vs. MBLAX (-11.66).
| CLBAX | MBLAX | CLBAX / MBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 11.523 | 5.782 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 136M | 177,206% |
| Annual Yield % from dividends | 2.23 | 4.13 | 54% |
| Returns for 1 year | 12.51 | -5.64 | -222% |
| Returns for 3 years | 13.21 | -22.94 | -58% |
| Returns for 5 years | 34.39 | -11.66 | -295% |
| Returns for 10 years | 58.66 | 8.10 | 724% |