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CLBCX vs MBACX
CLBCX vs MBACX Comparison
Open Charts CLBCX vs MBACX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
CLBCX vs MBACX Comparison Chart
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CLBCX vs. MBACX commentary
Apr 11, 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 MBACX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 217B vs. MBACX (427M). CLBCX pays higher dividends than MBACX: CLBCX (1.22) vs MBACX (0.97). CLBCX was incepted earlier than MBACX: CLBCX (23 years) vs MBACX (22 years). MBACX (2.20) is less costly to investors than CLBCX (1.37). MBACX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (171.00). CLBCX has a lower initial minimum investment than MBACX: CLBCX (250) vs MBACX (1000). MBACX annual gain was more profitable for investors over the last year : -4.06 vs. CLBCX (-4.29). CLBCX return over 5 years is better than : 26.95 vs. MBACX (7.52).
| CLBCX | MBACX | CLBCX / MBACX | |
| Total Expense Ratio | 1.37 | 2.09 | 66% |
| Annual Report Gross Expense Ratio | 1.37 | 2.20 | 62% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -7.141 | -4.517 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 427M | 50,820% |
| Annual Yield % from dividends | 1.22 | 0.97 | 126% |
| Returns for 1 year | -4.29 | -4.06 | 105% |
| Returns for 3 years | 3.74 | -1.38 | -271% |
| Returns for 5 years | 26.95 | 7.52 | 359% |
| Returns for 10 years | 40.09 | -10.46 | -383% |