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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$35.60
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
CLBAX vs MBNAX Comparison Chart
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CLBAX vs. MBNAX commentary
Jun 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 Buy and MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. MBNAX (436M). MBNAX pays higher dividends than CLBAX: MBNAX (2.03) vs CLBAX (1.91). CLBAX was incepted earlier than MBNAX: CLBAX (23 years) vs MBNAX (21 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 : 7.78 vs. MBNAX (3.59). CLBAX return over 5 years is better than : 37.87 vs. MBNAX (12.05).
| 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 | 21 years | - |
| Gain YTD | 4.235 | 2.444 | 173% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 436M | 55,505% |
| Annual Yield % from dividends | 1.91 | 2.03 | 94% |
| Returns for 1 year | 7.78 | 3.59 | 217% |
| Returns for 3 years | 23.80 | 11.06 | 215% |
| Returns for 5 years | 37.87 | 12.05 | 314% |
| Returns for 10 years | 70.52 | 4.50 | 1,567% |
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