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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$36.51
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
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CLBAX vs MBNAX Comparison Chart
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CLBAX vs. MBNAX 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 MBNAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. MBNAX (465M). 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 : 26.54 vs. MBNAX (18.15). CLBAX return over 5 years is better than : 43.55 vs. MBNAX (12.07).
| 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 | 15.456 | 10.184 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 465M | 51,398% |
| Annual Yield % from dividends | 2.23 | 2.06 | 109% |
| Returns for 1 year | 26.54 | 18.15 | 146% |
| Returns for 3 years | 16.16 | -7.08 | -228% |
| Returns for 5 years | 43.55 | 12.07 | 361% |
| Returns for 10 years | 73.30 | 5.78 | 1,268% |
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