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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Touchstone Balanced C
Price$30.83
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets998.44M
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Oct 18, 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: 265B vs. SBACX (998M). CLBAX pays higher dividends than SBACX: CLBAX (1.76) vs SBACX (0.59). 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: 82.00 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 : 9.53 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. SBACX (32.38).
| 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 | 14.656 | 10.576 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 998M | 26,553% |
| Annual Yield % from dividends | 1.76 | 0.59 | 296% |
| Returns for 1 year | 8.72 | 9.53 | 91% |
| Returns for 3 years | 51.33 | 49.43 | 104% |
| Returns for 5 years | 43.96 | 32.38 | 136% |
| Returns for 10 years | 88.01 | 65.62 | 134% |
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