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CLBCX vs CLBEX
CLBCX vs CLBEX Comparison
Open Charts CLBCX vs CLBEX
American Funds American Balanced 529C
Price$36.80
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
American Funds American Balanced 529E
Price$36.73
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
CLBCX vs CLBEX Comparison Chart in %
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CLBCX vs. CLBEX commentary
Jul 14, 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 CLBCX is a Buy and CLBEX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX (252B) and CLBEX (252B) have equal amount of cash in the bank . CLBEX pays higher dividends than CLBCX: CLBEX (1.62) vs CLBCX (1.13). CLBCX was incepted earlier than CLBEX: CLBCX (23 years) vs CLBEX (23 years). CLBCX (1.35) is less costly to investors than CLBEX (0.83). CLBCX (44.00) and CLBEX (44.00) have comparable annual turnover. CLBCX (250) and CLBEX (250) have matching initial minimum investment requirements. CLBEX annual gain was more profitable for investors over the last year : 6.52 vs. CLBCX (5.96). CLBEX return over 5 years is better than : 40.22 vs. CLBCX (36.60).
| CLBCX | CLBEX | CLBCX / CLBEX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.485 | 7.806 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 252B | 100% |
| Annual Yield % from dividends | 1.13 | 1.62 | 70% |
| Returns for 1 year | 5.96 | 6.52 | 91% |
| Returns for 3 years | 33.98 | 36.12 | 94% |
| Returns for 5 years | 36.60 | 40.22 | 91% |
| Returns for 10 years | 62.37 | 71.04 | 88% |
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