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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
Touchstone Balanced Y
Price$28.16
Change+$0.17 (+0.61%)
VolumeN/A
CapitalizationN/A
CLBAX vs SIBLX Comparison Chart
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CLBAX vs. SIBLX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. SIBLX (956M). CLBAX pays higher dividends than SIBLX: CLBAX (2.23) vs SIBLX (1.51). CLBAX was incepted earlier than SIBLX: CLBAX (23 years) vs SIBLX (17 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (57.00). 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 : 14.02 vs. CLBAX (10.70). SIBLX return over 5 years is better than : 39.20 vs. CLBAX (32.25).
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 10.217 | 13.731 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 956M | 24,895% |
| Annual Yield % from dividends | 2.23 | 1.51 | 148% |
| Returns for 1 year | 10.70 | 14.02 | 76% |
| Returns for 3 years | 10.47 | 12.27 | 85% |
| Returns for 5 years | 32.25 | 39.20 | 82% |
| Returns for 10 years | 64.71 | 61.01 | 106% |
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