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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
CLBAX vs MBNAX Comparison Chart
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CLBAX vs. MBNAX commentary
Jan 19, 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 Buy and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. MBNAX (451M). CLBAX pays higher dividends than MBNAX: CLBAX (2.23) vs MBNAX (2.06). CLBAX was incepted earlier than MBNAX: CLBAX (23 years) vs MBNAX (21 years). MBNAX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). CLBAX has a lower initial minimum investment than MBNAX: CLBAX (250) vs MBNAX (15000). CLBAX annual gain was more profitable for investors over the last year : 12.29 vs. MBNAX (7.54). CLBAX return over 5 years is better than : 31.49 vs. MBNAX (5.22).
| CLBAX | MBNAX | CLBAX / MBNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 1.956 | 2.379 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 451M | 53,215% |
| Annual Yield % from dividends | 2.23 | 2.06 | 109% |
| Returns for 1 year | 12.29 | 7.54 | 163% |
| Returns for 3 years | 13.84 | 7.22 | 192% |
| Returns for 5 years | 31.49 | 5.22 | 603% |
| Returns for 10 years | 69.06 | 5.45 | 1,268% |
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