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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CLBAX vs MBNAX Comparison Chart
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CLBAX vs. MBNAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. MBNAX (450M). 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 : 9.22 vs. MBNAX (6.11). CLBAX return over 5 years is better than : 31.74 vs. MBNAX (5.63).
| 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 | 2.890 | 2.841 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 450M | 53,778% |
| Annual Yield % from dividends | 2.23 | 2.06 | 109% |
| Returns for 1 year | 9.22 | 6.11 | 151% |
| Returns for 3 years | 19.12 | 10.12 | 189% |
| Returns for 5 years | 31.74 | 5.63 | 564% |
| Returns for 10 years | 65.36 | 3.22 | 2,027% |
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