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CLBCX vs MBACX
CLBCX vs MBACX Comparison
Open Charts CLBCX vs MBACX
American Funds American Balanced 529C
Price$35.46
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets241.02B
CLBCX vs MBACX Comparison Chart
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CLBCX vs. MBACX commentary
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. MBACX (437M). CLBCX pays higher dividends than MBACX: CLBCX (1.18) 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 (1.35). MBACX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). 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 : 6.63 vs. MBACX (2.26). CLBCX return over 5 years is better than : 32.03 vs. MBACX (7.02).
| CLBCX | MBACX | CLBCX / MBACX | |
| Total Expense Ratio | 1.35 | 2.09 | 65% |
| Annual Report Gross Expense Ratio | 1.35 | 2.20 | 61% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 3.449 | 1.878 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 437M | 55,149% |
| Annual Yield % from dividends | 1.18 | 0.97 | 121% |
| Returns for 1 year | 6.63 | 2.26 | 293% |
| Returns for 3 years | 20.49 | 7.58 | 270% |
| Returns for 5 years | 32.03 | 7.02 | 456% |
| Returns for 10 years | 57.45 | -3.12 | -1,844% |
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