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CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Touchstone Balanced R6
Price$29.89
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets990.67M
CLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. TBARX (991M). CLBAX pays higher dividends than TBARX: CLBAX (1.82) vs TBARX (1.71). CLBAX was incepted earlier than TBARX: CLBAX (24 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than CLBAX (0.58). TBARX is a more actively managed with annual turnover of: 70.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than TBARX: CLBAX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 12.30 vs. CLBAX (7.96).
| CLBAX | TBARX | CLBAX / TBARX | |
| Total Expense Ratio | 0.58 | 0.64 | 91% |
| Annual Report Gross Expense Ratio | 0.58 | 6.95 | 8% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 9.747 | 9.237 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 991M | 25,832% |
| Annual Yield % from dividends | 1.82 | 1.71 | 107% |
| Returns for 1 year | 7.96 | 12.30 | 65% |
| Returns for 3 years | 30.56 | 35.20 | 87% |
| Returns for 5 years | 39.83 | N/A | - |
| Returns for 10 years | 78.78 | N/A | - |
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