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CLBAX vs ONGIX
CLBAX vs ONGIX Comparison
Open Charts CLBAX vs ONGIX
American Funds American Balanced 529A
Price$38.56
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
JPMorgan Investor Growth & Income A
Price$21.51
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.19B
CLBAX vs ONGIX Comparison Chart in %
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CLBAX vs. ONGIX commentary
Sep 17, 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: 263B vs. ONGIX (5.19B). ONGIX pays higher dividends than CLBAX: ONGIX (2.48) vs CLBAX (1.80). 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 (10.24) and CLBAX (9.78) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.89 vs. ONGIX (32.29).
| 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 | 13.242 | 11.337 | 117% |
| Front Load | 4% | 5% | 78% |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 5.19B | 5,066% |
| Annual Yield % from dividends | 1.80 | 2.48 | 72% |
| Returns for 1 year | 9.78 | 10.24 | 96% |
| Returns for 3 years | 44.03 | 33.59 | 131% |
| Returns for 5 years | 43.89 | 32.29 | 136% |
| Returns for 10 years | 92.11 | 54.84 | 168% |
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