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CLBCX vs MBACX
CLBCX vs MBACX Comparison
Open Charts CLBCX vs MBACX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CLBCX vs MBACX Comparison Chart in %
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CLBCX vs. MBACX commentary
Sep 08, 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: 259B vs. MBACX (449M). CLBCX pays higher dividends than MBACX: CLBCX (1.11) vs MBACX (0.91). 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 : 9.15 vs. MBACX (2.17). CLBCX return over 5 years is better than : 36.30 vs. MBACX (8.90).
| 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 | 10.785 | 6.539 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.11 | 0.91 | 122% |
| Returns for 1 year | 9.15 | 2.17 | 422% |
| Returns for 3 years | 37.75 | 17.24 | 219% |
| Returns for 5 years | 36.30 | 8.90 | 408% |
| Returns for 10 years | 74.80 | 5.72 | 1,307% |
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