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CLBAX vs MBLCX
CLBAX vs MBLCX Comparison
Open Charts CLBAX vs MBLCX
American Funds American Balanced 529A
Price$36.51
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income C
Price$13.31
Change-$0.04 (-0.30%)
VolumeN/A
CapitalizationN/A
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CLBAX vs MBLCX Comparison Chart
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CLBAX vs. MBLCX 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 MBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. MBLCX (140M). MBLCX pays higher dividends than CLBAX: MBLCX (3.38) vs CLBAX (2.23). CLBAX was incepted earlier than MBLCX: CLBAX (23 years) vs MBLCX (12 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MBLCX (118.00). CLBAX has a lower initial minimum investment than MBLCX: CLBAX (250) vs MBLCX (1000). CLBAX annual gain was more profitable for investors over the last year : 25.23 vs. MBLCX (-0.13). CLBAX return over 5 years is better than : 43.35 vs. MBLCX (-10.91).
| CLBAX | MBLCX | CLBAX / MBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.298 | 6.131 | 250% |
| 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 | 3.38 | 66% |
| Returns for 1 year | 25.23 | -0.13 | -18,986% |
| Returns for 3 years | 15.96 | -21.83 | -73% |
| Returns for 5 years | 43.35 | -10.91 | -397% |
| Returns for 10 years | 74.11 | 6.68 | 1,110% |
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