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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$36.98
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
Touchstone Balanced C
Price$29.83
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets977.82M
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Aug 08, 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 SBACX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. SBACX (978M). CLBAX pays higher dividends than SBACX: CLBAX (1.82) vs SBACX (0.64). CLBAX was incepted earlier than SBACX: CLBAX (23 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 : 12.75 vs. CLBAX (10.79). CLBAX return over 5 years is better than : 38.42 vs. SBACX (31.07).
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | 0.58 | 1.78 | 33% |
| Annual Report Gross Expense Ratio | 0.58 | 1.78 | 33% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 8.602 | 6.597 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 978M | 25,869% |
| Annual Yield % from dividends | 1.82 | 0.64 | 284% |
| Returns for 1 year | 10.79 | 12.75 | 85% |
| Returns for 3 years | 32.24 | 32.67 | 99% |
| Returns for 5 years | 38.42 | 31.07 | 124% |
| Returns for 10 years | 77.27 | 57.13 | 135% |
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