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CLBCX vs MBACX
CLBCX vs MBACX Comparison
Open Charts CLBCX vs MBACX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
CLBCX vs MBACX Comparison Chart in %
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CLBCX vs. MBACX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MBACX (446M). CLBCX pays higher dividends than MBACX: CLBCX (1.06) vs MBACX (0.88). CLBCX was incepted earlier than MBACX: CLBCX (24 years) vs MBACX (23 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 : 7.87 vs. MBACX (0.12). CLBCX return over 5 years is better than : 38.56 vs. MBACX (7.10).
| CLBCX | MBACX | CLBCX / MBACX | |
| Total Expense Ratio | 1.35 | 2.09 | 65% |
| Annual Report Gross Expense Ratio | 1.35 | 2.20 | 61% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 13.912 | 6.659 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.06 | 0.88 | 120% |
| Returns for 1 year | 7.87 | 0.12 | 6,512% |
| Returns for 3 years | 47.86 | 20.14 | 238% |
| Returns for 5 years | 38.56 | 7.10 | 543% |
| Returns for 10 years | 74.34 | 3.70 | 2,012% |
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