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CLBAX vs SIBLX
CLBAX vs SIBLX Comparison
Open Charts CLBAX vs SIBLX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Touchstone Balanced Y
Price$26.59
Change+$1.34 (+5.31%)
VolumeN/A
Net Assets845.02M
CLBAX vs SIBLX Comparison Chart
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CLBAX vs. SIBLX commentary
Apr 10, 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: 220B vs. SIBLX (845M). CLBAX pays higher dividends than SIBLX: CLBAX (1.98) vs SIBLX (1.66). CLBAX was incepted earlier than SIBLX: CLBAX (23 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (70.00). 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 : 0.29 vs. CLBAX (-3.42). SIBLX return over 5 years is better than : 36.63 vs. CLBAX (31.84).
| CLBAX | SIBLX | CLBAX / SIBLX | |
| Total Expense Ratio | 0.60 | 0.79 | 76% |
| Annual Report Gross Expense Ratio | 0.60 | 0.79 | 76% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -6.950 | -7.279 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 845M | 26,036% |
| Annual Yield % from dividends | 1.98 | 1.66 | 119% |
| Returns for 1 year | -3.42 | 0.29 | -1,177% |
| Returns for 3 years | 6.11 | 9.85 | 62% |
| Returns for 5 years | 31.84 | 36.63 | 87% |
| Returns for 10 years | 51.06 | 46.33 | 110% |
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