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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Touchstone Balanced Y
Price$30.88
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets1.01B
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Oct 27, 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: 268B vs. SIBLX (1.01B). CLBAX pays higher dividends than SIBLX: CLBAX (1.76) vs SIBLX (1.54). 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: 82.00 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 : 12.63 vs. CLBAX (10.96). CLBAX return over 5 years is better than : 46.26 vs. SIBLX (39.87).
| 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 | 15.893 | 13.052 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.01B | 26,456% |
| Annual Yield % from dividends | 1.76 | 1.54 | 114% |
| Returns for 1 year | 10.96 | 12.63 | 87% |
| Returns for 3 years | 49.62 | 51.89 | 96% |
| Returns for 5 years | 46.26 | 39.87 | 116% |
| Returns for 10 years | 87.29 | 79.68 | 110% |
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