Interact to see
Advertisement
Advertisement
CLBAX vs TBARX
CLBAX vs TBARX Comparison
Open Charts CLBAX vs TBARX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Touchstone Balanced R6
Price$30.21
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets988.3M
CLBAX vs TBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. TBARX (988M). CLBAX pays higher dividends than TBARX: CLBAX (1.73) vs TBARX (1.64). CLBAX was incepted earlier than TBARX: CLBAX (24 years) vs TBARX (4 years). TBARX (1.13) is less costly to investors than CLBAX (0.58). TBARX is a more actively managed with annual turnover of: 82.00 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 : 9.67 vs. CLBAX (9.00).
| CLBAX | TBARX | CLBAX / TBARX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 14.067 | 10.677 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 988M | 26,619% |
| Annual Yield % from dividends | 1.73 | 1.64 | 106% |
| Returns for 1 year | 9.00 | 9.67 | 93% |
| Returns for 3 years | 41.73 | 45.97 | 91% |
| Returns for 5 years | 40.59 | N/A | - |
| Returns for 10 years | 83.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement