Interact to see
Advertisement
Advertisement
CLBCX vs CTLAX
CLBCX vs CTLAX Comparison
Open Charts CLBCX vs CTLAX
American Funds American Balanced 529C
Price$38.52
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
American Funds College 2033 529A
Price$13.86
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets4.09B
CLBCX vs CTLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. CTLAX commentary
Sep 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 CLBCX is a Buy and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. CTLAX (4.09B). CTLAX pays higher dividends than CLBCX: CTLAX (2.49) vs CLBCX (1.11). CLBCX was incepted earlier than CTLAX: CLBCX (24 years) vs CTLAX (10 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 : 10.46 vs. CLBCX (9.48). CLBCX return over 5 years is better than : 39.67 vs. CTLAX (20.97).
| 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 | 10 years | - |
| Gain YTD | 12.509 | 11.594 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.09B | 6,412% |
| Annual Yield % from dividends | 1.11 | 2.49 | 45% |
| Returns for 1 year | 9.48 | 10.46 | 91% |
| Returns for 3 years | 39.75 | 35.84 | 111% |
| Returns for 5 years | 39.67 | 20.97 | 189% |
| Returns for 10 years | 77.37 | 70.98 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMNVX | 9.18 | N/A | N/A |
| MassMutual Balanced Y | |||
| PLSAX | 31.91 | -0.02 | -0.06% |
| Principal Large Cap S&P 500 Index A | |||
| TGCNX | 25.93 | -0.07 | -0.27% |
| TCW Concentrated Large Cap Growth N Cl | |||
| FSERX | 17.64 | -0.09 | -0.51% |
| Franklin Real Estate Securities R6 | |||
| ARTRX | 35.11 | -0.29 | -0.82% |
| Artisan Global Opportunities Inv | |||