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CLBCX vs MBACX
CLBCX vs MBACX Comparison
Open Charts CLBCX vs MBACX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
CLBCX vs MBACX Comparison Chart in %
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CLBCX vs. MBACX commentary
Nov 20, 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 Hold and MBACX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. MBACX (441M). CLBCX pays higher dividends than MBACX: CLBCX (1.04) 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 : 7.99 vs. MBACX (-0.10). CLBCX return over 5 years is better than : 34.64 vs. MBACX (3.35).
| 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 | 12.947 | 6.592 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.04 | 0.88 | 118% |
| Returns for 1 year | 7.99 | -0.10 | -8,024% |
| Returns for 3 years | 38.12 | 14.82 | 257% |
| Returns for 5 years | 34.64 | 3.35 | 1,034% |
| Returns for 10 years | 69.55 | 3.40 | 2,044% |