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CLBCX vs CTLAX
CLBCX vs CTLAX Comparison
Open Charts CLBCX vs CTLAX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
American Funds College 2033 529A
Price$13.95
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets4.14B
CLBCX vs CTLAX Comparison Chart in %
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CLBCX vs. CTLAX commentary
Oct 06, 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 CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CTLAX (4.14B). CTLAX pays higher dividends than CLBCX: CTLAX (2.45) vs CLBCX (0.98). CLBCX was incepted earlier than CTLAX: CLBCX (24 years) vs CTLAX (11 years). CLBCX (1.35) is less costly to investors than CTLAX (0.72). CLBCX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). CLBCX (250) and CTLAX (250) have matching initial minimum investment requirements. CTLAX annual gain was more profitable for investors over the last year : 9.98 vs. CLBCX (8.95). CLBCX return over 5 years is better than : 41.36 vs. CTLAX (21.66).
| CLBCX | CTLAX | CLBCX / CTLAX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 13.764 | 12.319 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.14B | 6,419% |
| Annual Yield % from dividends | 0.98 | 2.45 | 40% |
| Returns for 1 year | 8.95 | 9.98 | 90% |
| Returns for 3 years | 44.55 | 40.18 | 111% |
| Returns for 5 years | 41.36 | 21.66 | 191% |
| Returns for 10 years | 77.29 | 71.55 | 108% |
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