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CLBAX vs MBLCX
CLBAX vs MBLCX Comparison
Open Charts CLBAX vs MBLCX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income C
Price$13.21
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBLCX Comparison Chart
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CLBAX vs. MBLCX commentary
Nov 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: 236B vs. MBLCX (138M). 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 : 20.85 vs. MBLCX (-2.44). CLBAX return over 5 years is better than : 37.36 vs. MBLCX (-13.06).
| 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 | 14.033 | 5.165 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 138M | 171,014% |
| Annual Yield % from dividends | 2.23 | 3.38 | 66% |
| Returns for 1 year | 20.85 | -2.44 | -854% |
| Returns for 3 years | 11.92 | -24.09 | -49% |
| Returns for 5 years | 37.36 | -13.06 | -286% |
| Returns for 10 years | 63.23 | 1.53 | 4,129% |
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