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CLBAX vs SBACX
CLBAX vs SBACX Comparison
Open Charts CLBAX vs SBACX
American Funds American Balanced 529A
Price$37.52
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Touchstone Balanced C
Price$30.23
Change-$0.15 (-0.49%)
VolumeN/A
Net Assets990.47M
CLBAX vs SBACX Comparison Chart in %
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CLBAX vs. SBACX commentary
Aug 31, 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: 255B vs. SBACX (990M). CLBAX pays higher dividends than SBACX: CLBAX (1.80) vs SBACX (0.63). 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: 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 : 10.08 vs. CLBAX (7.69). CLBAX return over 5 years is better than : 38.63 vs. SBACX (28.31).
| 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 | 10.187 | 8.462 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 990M | 25,758% |
| Annual Yield % from dividends | 1.80 | 0.63 | 283% |
| Returns for 1 year | 7.69 | 10.08 | 76% |
| Returns for 3 years | 37.23 | 39.08 | 95% |
| Returns for 5 years | 38.63 | 28.31 | 136% |
| Returns for 10 years | 89.74 | 68.83 | 130% |
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