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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
CLBAX vs MBNAX Comparison Chart
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CLBAX vs. MBNAX commentary
Apr 04, 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. MBNAX (443M). MBNAX (2.03) and CLBAX (1.98) have matching dividends . CLBAX was incepted earlier than MBNAX: CLBAX (23 years) vs MBNAX (21 years). MBNAX (1.08) is less costly to investors than CLBAX (0.60). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (171.00). CLBAX initial investment is less costly to investors than MBNAX (3%) vs MBNAX (3%). CLBAX has a lower initial minimum investment than MBNAX: CLBAX (250) vs MBNAX (15000). MBNAX annual gain was more profitable for investors over the last year : 1.67 vs. CLBAX (1.36). CLBAX return over 5 years is better than : 48.07 vs. MBNAX (30.12).
| CLBAX | MBNAX | CLBAX / MBNAX | |
| Total Expense Ratio | 0.60 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.60 | 1.08 | 56% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -2.148 | 0.445 | -482% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 1.98 | 2.03 | 97% |
| Returns for 1 year | 1.36 | 1.67 | 82% |
| Returns for 3 years | 10.33 | 6.51 | 159% |
| Returns for 5 years | 48.07 | 30.12 | 160% |
| Returns for 10 years | 59.69 | 1.20 | 4,988% |
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