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CLBCX vs MBACX
CLBCX vs MBACX Comparison
Open Charts CLBCX vs MBACX
American Funds American Balanced 529C
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
CLBCX vs MBACX Comparison Chart
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CLBCX vs. MBACX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. MBACX (444M). CLBCX pays higher dividends than MBACX: CLBCX (1.52) vs MBACX (1.07). CLBCX was incepted earlier than MBACX: CLBCX (23 years) vs MBACX (22 years). MBACX is a more actively managed with annual turnover of: 313.00 vs. CLBCX (171.00). CLBCX has a lower initial minimum investment than MBACX: CLBCX (250) vs MBACX (1000). CLBCX annual gain was more profitable for investors over the last year : 9.38 vs. MBACX (3.06). CLBCX return over 5 years is better than : 26.83 vs. MBACX (-0.98).
| CLBCX | MBACX | CLBCX / MBACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.764 | 2.326 | 377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 444M | 53,153% |
| Annual Yield % from dividends | 1.52 | 1.07 | 142% |
| Returns for 1 year | 9.38 | 3.06 | 306% |
| Returns for 3 years | 8.37 | 2.67 | 313% |
| Returns for 5 years | 26.83 | -0.98 | -2,741% |
| Returns for 10 years | 52.02 | -5.46 | -953% |