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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Touchstone Balanced C
Price$28.02
Change-$0.54 (-1.89%)
VolumeN/A
CapitalizationN/A
CLBAX vs SBACX Comparison Chart
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CLBAX vs. SBACX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. SBACX (965M). CLBAX pays higher dividends than SBACX: CLBAX (2.23) vs SBACX (0.56). CLBAX was incepted earlier than SBACX: CLBAX (23 years) vs SBACX (27 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. SBACX (57.00). 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 : 14.55 vs. CLBAX (12.51). SBACX return over 5 years is better than : 36.20 vs. CLBAX (34.39).
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 11.523 | 13.859 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 965M | 24,974% |
| Annual Yield % from dividends | 2.23 | 0.56 | 399% |
| Returns for 1 year | 12.51 | 14.55 | 86% |
| Returns for 3 years | 13.21 | 12.60 | 105% |
| Returns for 5 years | 34.39 | 36.20 | 95% |
| Returns for 10 years | 58.66 | 50.41 | 116% |
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