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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Touchstone Balanced Y
Price$30.19
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets992.64M
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Nov 20, 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 Hold and SIBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. SIBLX (993M). CLBAX pays higher dividends than SIBLX: CLBAX (1.73) vs SIBLX (1.52). CLBAX was incepted earlier than SIBLX: CLBAX (24 years) vs SIBLX (18 years). SIBLX (0.77) 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 : 10.15 vs. CLBAX (8.81). CLBAX return over 5 years is better than : 39.86 vs. SIBLX (33.10).
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | 0.58 | 0.77 | 75% |
| Annual Report Gross Expense Ratio | 0.58 | 0.77 | 75% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.743 | 11.002 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 993M | 26,586% |
| Annual Yield % from dividends | 1.73 | 1.52 | 114% |
| Returns for 1 year | 8.81 | 10.15 | 87% |
| Returns for 3 years | 41.33 | 46.04 | 90% |
| Returns for 5 years | 39.86 | 33.10 | 120% |
| Returns for 10 years | 82.79 | 76.24 | 109% |
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