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CLBAX vs TMAIX
CLBAX vs TMAIX Comparison
Open Charts CLBAX vs TMAIX
American Funds American Balanced 529A
Price$36.75
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
Thrivent Moderate Allocation S
Price$16.43
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.97B
CLBAX vs TMAIX Comparison Chart in %
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CLBAX vs. TMAIX commentary
Jul 15, 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 TMAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. TMAIX (3.97B). TMAIX pays higher dividends than CLBAX: TMAIX (2.19) vs CLBAX (1.84). CLBAX was incepted earlier than TMAIX: CLBAX (23 years) vs TMAIX (20 years). TMAIX (1.03) is less costly to investors than CLBAX (0.58). TMAIX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than TMAIX: CLBAX (250) vs TMAIX (2000). CLBAX annual gain was more profitable for investors over the last year : 6.77 vs. TMAIX (4.29). CLBAX return over 5 years is better than : 41.90 vs. TMAIX (27.93).
| CLBAX | TMAIX | CLBAX / TMAIX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 7.926 | 5.679 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 3.97B | 6,349% |
| Annual Yield % from dividends | 1.84 | 2.19 | 84% |
| Returns for 1 year | 6.77 | 4.29 | 158% |
| Returns for 3 years | 37.05 | 31.85 | 116% |
| Returns for 5 years | 41.90 | 27.93 | 150% |
| Returns for 10 years | 75.11 | 46.39 | 162% |
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