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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Touchstone Balanced C
Price$30.72
Change-$0.15 (-0.49%)
VolumeN/A
Net Assets1.01B
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Sep 26, 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 Hold and SBACX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. SBACX (1.01B). CLBAX pays higher dividends than SBACX: CLBAX (1.80) vs SBACX (0.63). CLBAX was incepted earlier than SBACX: CLBAX (24 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than CLBAX (0.58). SBACX is a more actively managed with annual turnover of: 70.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than SBACX: CLBAX (250) vs SBACX (2500). SBACX annual gain was more profitable for investors over the last year : 10.57 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 45.55 vs. SBACX (37.14).
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | 0.58 | 1.78 | 33% |
| Annual Report Gross Expense Ratio | 0.58 | 1.78 | 33% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 12.537 | 10.759 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.01B | 26,117% |
| Annual Yield % from dividends | 1.80 | 0.63 | 283% |
| Returns for 1 year | 7.84 | 10.57 | 74% |
| Returns for 3 years | 50.80 | 52.51 | 97% |
| Returns for 5 years | 45.55 | 37.14 | 123% |
| Returns for 10 years | 95.19 | 74.32 | 128% |
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