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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Touchstone Balanced C
Price$30.50
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets992.64M
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Nov 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 Hold and SBACX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. SBACX (993M). CLBAX pays higher dividends than SBACX: CLBAX (1.73) vs SBACX (0.59). CLBAX was incepted earlier than SBACX: CLBAX (24 years) vs SBACX (28 years). SBACX (1.76) 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 (9.08) and CLBAX (8.81) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.86 vs. SBACX (28.22).
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | 0.58 | 1.76 | 33% |
| Annual Report Gross Expense Ratio | 0.58 | 1.76 | 33% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 13.743 | 10.037 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 993M | 26,586% |
| Annual Yield % from dividends | 1.73 | 0.59 | 294% |
| Returns for 1 year | 8.81 | 9.08 | 97% |
| Returns for 3 years | 41.33 | 42.33 | 98% |
| Returns for 5 years | 39.86 | 28.22 | 141% |
| Returns for 10 years | 82.79 | 62.25 | 133% |
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