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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$38.89
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Touchstone Balanced Y
Price$30.50
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets1B
CLBAX vs SIBLX Comparison Chart in %
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CLBAX vs. SIBLX commentary
Oct 06, 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: 266B vs. SIBLX (1B). SIBLX (1.54) and CLBAX (1.49) have matching dividends . 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 : 11.93 vs. CLBAX (9.56). CLBAX return over 5 years is better than : 46.54 vs. SIBLX (41.23).
| 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 | 14.211 | 11.661 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1B | 26,520% |
| Annual Yield % from dividends | 1.49 | 1.54 | 97% |
| Returns for 1 year | 9.56 | 11.93 | 80% |
| Returns for 3 years | 47.56 | 51.66 | 92% |
| Returns for 5 years | 46.54 | 41.23 | 113% |
| Returns for 10 years | 90.86 | 83.40 | 109% |
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