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CLBAX vs MBLAX
CLBAX vs MBLAX Comparison
Open Charts CLBAX vs MBLAX
American Funds American Balanced 529A
Price$36.51
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income A
Price$13.15
Change-$0.04 (-0.30%)
VolumeN/A
CapitalizationN/A
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CLBAX vs MBLAX Comparison Chart
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CLBAX vs. MBLAX commentary
Oct 18, 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 StrongBuy and MBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. MBLAX (140M). 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 : 26.54 vs. MBLAX (0.90). CLBAX return over 5 years is better than : 43.55 vs. MBLAX (-8.12).
| 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 | 15.456 | 6.424 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 140M | 170,714% |
| Annual Yield % from dividends | 2.23 | 4.13 | 54% |
| Returns for 1 year | 26.54 | 0.90 | 2,958% |
| Returns for 3 years | 16.16 | -20.28 | -80% |
| Returns for 5 years | 43.55 | -8.12 | -536% |
| Returns for 10 years | 73.30 | 13.48 | 544% |
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