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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$37.09
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
CLBAX vs MBNAX Comparison Chart in %
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CLBAX vs. MBNAX commentary
Aug 09, 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: 253B vs. MBNAX (441M). MBNAX pays higher dividends than CLBAX: MBNAX (1.99) vs CLBAX (1.82). CLBAX was incepted earlier than MBNAX: CLBAX (23 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than CLBAX (0.58). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). 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). CLBAX annual gain was more profitable for investors over the last year : 10.14 vs. MBNAX (3.99). CLBAX return over 5 years is better than : 38.83 vs. MBNAX (12.35).
| CLBAX | MBNAX | CLBAX / MBNAX | |
| Total Expense Ratio | 0.58 | 1.08 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.925 | 4.968 | 180% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 441M | 57,370% |
| Annual Yield % from dividends | 1.82 | 1.99 | 92% |
| Returns for 1 year | 10.14 | 3.99 | 254% |
| Returns for 3 years | 32.77 | 15.36 | 213% |
| Returns for 5 years | 38.83 | 12.35 | 314% |
| Returns for 10 years | 77.44 | 7.66 | 1,011% |