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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$36.89
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
Touchstone Balanced Y
Price$29.40
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets975.8M
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Aug 07, 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: 254B vs. SIBLX (976M). CLBAX pays higher dividends than SIBLX: CLBAX (1.82) vs SIBLX (1.59). CLBAX was incepted earlier than SIBLX: CLBAX (23 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 : 14.56 vs. CLBAX (10.97). CLBAX return over 5 years is better than : 38.27 vs. SIBLX (36.08).
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | 0.58 | 0.79 | 73% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.337 | 7.443 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 976M | 26,025% |
| Annual Yield % from dividends | 1.82 | 1.59 | 115% |
| Returns for 1 year | 10.97 | 14.56 | 75% |
| Returns for 3 years | 31.92 | 36.13 | 88% |
| Returns for 5 years | 38.27 | 36.08 | 106% |
| Returns for 10 years | 76.84 | 71.08 | 108% |