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CLBAX vs TMAIX
CLBAX vs TMAIX Comparison
Open Charts CLBAX vs TMAIX
American Funds American Balanced 529A
Price$38.56
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
Thrivent Moderate Allocation S
Price$17.18
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets4.13B
CLBAX vs TMAIX Comparison Chart in %
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CLBAX vs. TMAIX commentary
Sep 16, 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: 263B vs. TMAIX (4.13B). TMAIX pays higher dividends than CLBAX: TMAIX (2.13) vs CLBAX (1.80). CLBAX was incepted earlier than TMAIX: CLBAX (24 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 : 9.78 vs. TMAIX (7.00). CLBAX return over 5 years is better than : 43.89 vs. TMAIX (28.47).
| CLBAX | TMAIX | CLBAX / TMAIX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 13.242 | 10.571 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.13B | 6,370% |
| Annual Yield % from dividends | 1.80 | 2.13 | 84% |
| Returns for 1 year | 9.78 | 7.00 | 140% |
| Returns for 3 years | 44.03 | 36.31 | 121% |
| Returns for 5 years | 43.89 | 28.47 | 154% |
| Returns for 10 years | 92.11 | 59.49 | 155% |
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