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CLBAX vs ONGIX
CLBAX vs ONGIX Comparison
Open Charts CLBAX vs ONGIX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
JPMorgan Investor Growth & Income A
Price$21.52
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets5.22B
CLBAX vs ONGIX Comparison Chart in %
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CLBAX vs. ONGIX commentary
Oct 20, 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 ONGIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. ONGIX (5.22B). ONGIX pays higher dividends than CLBAX: ONGIX (2.43) vs CLBAX (1.76). CLBAX was incepted earlier than ONGIX: CLBAX (24 years) vs ONGIX (29 years). ONGIX (0.99) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. ONGIX (8.00). ONGIX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than ONGIX: CLBAX (250) vs ONGIX (500). ONGIX (8.88) and CLBAX (8.72) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.96 vs. ONGIX (30.89).
| CLBAX | ONGIX | CLBAX / ONGIX | |
| Total Expense Ratio | 0.58 | 0.95 | 61% |
| Annual Report Gross Expense Ratio | 0.58 | 0.99 | 59% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 14.656 | 12.184 | 120% |
| Front Load | 4% | 5% | 78% |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 5.22B | 5,099% |
| Annual Yield % from dividends | 1.76 | 2.43 | 72% |
| Returns for 1 year | 8.72 | 8.88 | 98% |
| Returns for 3 years | 51.33 | 39.72 | 129% |
| Returns for 5 years | 43.96 | 30.89 | 142% |
| Returns for 10 years | 88.01 | 53.56 | 164% |
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