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CLBAX vs MBNAX
CLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAX
American Funds American Balanced 529A
Price$38.88
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
CLBAX vs MBNAX Comparison Chart in %
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CLBAX vs. MBNAX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 267B vs. MBNAX (451M). MBNAX pays higher dividends than CLBAX: MBNAX (1.91) vs CLBAX (1.76). CLBAX was incepted earlier than MBNAX: CLBAX (24 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 : 9.09 vs. MBNAX (2.43). CLBAX return over 5 years is better than : 43.82 vs. MBNAX (13.67).
| CLBAX | MBNAX | CLBAX / MBNAX | |
| Total Expense Ratio | 0.58 | 1.08 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.508 | 8.026 | 181% |
| Front Load | 4% | 3% | 117% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 451M | 59,202% |
| Annual Yield % from dividends | 1.76 | 1.91 | 92% |
| Returns for 1 year | 9.09 | 2.43 | 374% |
| Returns for 3 years | 53.05 | 26.86 | 198% |
| Returns for 5 years | 43.82 | 13.67 | 320% |
| Returns for 10 years | 89.08 | 12.81 | 695% |
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