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CLBAX vs SEBLX
CLBAX vs SEBLX Comparison
Open Charts CLBAX vs SEBLX
American Funds American Balanced 529A
Price$33.98
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
Touchstone Balanced A
Price$27.13
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets894.36M
CLBAX vs SEBLX Comparison Chart
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CLBAX vs. SEBLX commentary
May 02, 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 SEBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 232B vs. SEBLX (894M). CLBAX pays higher dividends than SEBLX: CLBAX (1.98) vs SEBLX (1.42). CLBAX was incepted earlier than SEBLX: CLBAX (23 years) vs SEBLX (87 years). SEBLX (1.02) is less costly to investors than CLBAX (0.58). SEBLX is a more actively managed with annual turnover of: 70.00 vs. CLBAX (44.00). SEBLX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than SEBLX: CLBAX (250) vs SEBLX (2500). SEBLX annual gain was more profitable for investors over the last year : 8.89 vs. CLBAX (6.05). SEBLX (40.70) and CLBAX (39.22) have equivalent 5 years return.
| CLBAX | SEBLX | CLBAX / SEBLX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.02 | 57% |
| Fund Existence | 23 years | 87 years | - |
| Gain YTD | -0.508 | -2.444 | 21% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 894M | 25,951% |
| Annual Yield % from dividends | 1.98 | 1.42 | 139% |
| Returns for 1 year | 6.05 | 8.89 | 68% |
| Returns for 3 years | 19.54 | 22.13 | 88% |
| Returns for 5 years | 39.22 | 40.70 | 96% |
| Returns for 10 years | 60.94 | 52.29 | 117% |
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