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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBNAX Comparison Chart
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CLBAX vs. MBNAX commentary
Dec 19, 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B 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 : 12.51 vs. MBNAX (5.79). CLBAX return over 5 years is better than : 34.39 vs. MBNAX (5.40).
| 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 | 11.523 | 4.726 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 450M | 53,556% |
| Annual Yield % from dividends | 2.23 | 2.06 | 109% |
| Returns for 1 year | 12.51 | 5.79 | 216% |
| Returns for 3 years | 13.21 | 7.53 | 176% |
| Returns for 5 years | 34.39 | 5.40 | 637% |
| Returns for 10 years | 58.66 | 3.44 | 1,703% |
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