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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$38.56
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
Touchstone Balanced Y
Price$30.54
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets1B
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Sep 16, 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. SIBLX (1B). CLBAX pays higher dividends than SIBLX: CLBAX (1.80) vs SIBLX (1.56). CLBAX was incepted earlier than SIBLX: CLBAX (24 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than CLBAX (0.58). SIBLX is a more actively managed with annual turnover of: 70.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than SIBLX: CLBAX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 12.01 vs. CLBAX (9.78). CLBAX return over 5 years is better than : 43.89 vs. SIBLX (38.60).
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | 0.58 | 0.79 | 73% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.242 | 10.871 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1B | 26,221% |
| Annual Yield % from dividends | 1.80 | 1.56 | 115% |
| Returns for 1 year | 9.78 | 12.01 | 81% |
| Returns for 3 years | 44.03 | 48.30 | 91% |
| Returns for 5 years | 43.89 | 38.60 | 114% |
| Returns for 10 years | 92.11 | 83.67 | 110% |
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