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CLBAX vs TMAIX
CLBAX vs TMAIX Comparison
Open Charts CLBAX vs TMAIX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Thrivent Moderate Allocation S
Price$17.17
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets4.14B
CLBAX vs TMAIX Comparison Chart in %
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CLBAX vs. TMAIX commentary
Oct 19, 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: 266B vs. TMAIX (4.14B). TMAIX pays higher dividends than CLBAX: TMAIX (2.07) vs CLBAX (1.76). 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 : 8.72 vs. TMAIX (4.98). CLBAX return over 5 years is better than : 43.96 vs. TMAIX (27.40).
| 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 | 14.656 | 10.965 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.14B | 6,419% |
| Annual Yield % from dividends | 1.76 | 2.07 | 85% |
| Returns for 1 year | 8.72 | 4.98 | 175% |
| Returns for 3 years | 51.33 | 41.69 | 123% |
| Returns for 5 years | 43.96 | 27.40 | 160% |
| Returns for 10 years | 88.01 | 56.88 | 155% |
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