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CLBAX vs MBNBX
CLBAX vs MBNBX Comparison
Open Charts CLBAX vs MBNBX
American Funds American Balanced 529A
Price$34.49
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBNBX Comparison Chart
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CLBAX vs. MBNBX commentary
Dec 24, 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 Buy and MBNBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. MBNBX (444M). CLBAX pays higher dividends than MBNBX: CLBAX (2.23) vs MBNBX (1.07). CLBAX was incepted earlier than MBNBX: CLBAX (23 years) vs MBNBX (21 years). MBNBX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). CLBAX has a lower initial minimum investment than MBNBX: CLBAX (250) vs MBNBX (1000). CLBAX annual gain was more profitable for investors over the last year : 10.70 vs. MBNBX (3.06). CLBAX return over 5 years is better than : 32.25 vs. MBNBX (-0.68).
| CLBAX | MBNBX | CLBAX / MBNBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 10.217 | 2.600 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 444M | 53,153% |
| Annual Yield % from dividends | 2.23 | 1.07 | 208% |
| Returns for 1 year | 10.70 | 3.06 | 350% |
| Returns for 3 years | 10.47 | 2.06 | 509% |
| Returns for 5 years | 32.25 | -0.68 | -4,738% |
| Returns for 10 years | 64.71 | -5.43 | -1,191% |