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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$33.92
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
Touchstone Balanced C
Price$27.49
Change-$0.15 (-0.54%)
VolumeN/A
Net Assets925.73M
CLBAX vs SBACX Comparison Chart
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CLBAX vs. SBACX commentary
Mar 12, 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: 233B vs. SBACX (926M). CLBAX pays higher dividends than SBACX: CLBAX (1.92) vs SBACX (0.59). CLBAX was incepted earlier than SBACX: CLBAX (23 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. SBACX (70.00). 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 : 7.01 vs. CLBAX (4.08). SBACX (50.92) and CLBAX (50.86) have equivalent 5 years return.
| CLBAX | SBACX | CLBAX / SBACX | |
| Total Expense Ratio | 0.60 | 1.78 | 34% |
| Annual Report Gross Expense Ratio | 0.60 | 1.78 | 34% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -0.684 | -1.180 | 58% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 926M | 25,162% |
| Annual Yield % from dividends | 1.92 | 0.59 | 325% |
| Returns for 1 year | 4.08 | 7.01 | 58% |
| Returns for 3 years | 16.50 | 17.87 | 92% |
| Returns for 5 years | 50.86 | 50.92 | 100% |
| Returns for 10 years | 63.59 | 46.74 | 136% |
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