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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$37.10
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Aug 12, 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. MBAIX (442M). MBAIX pays higher dividends than CLBCX: MBAIX (2.22) vs CLBCX (1.12). CLBCX was incepted earlier than MBAIX: CLBCX (23 years) vs MBAIX (36 years). CLBCX (1.35) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBAIX: CLBCX (250) vs MBAIX (1000000). CLBCX annual gain was more profitable for investors over the last year : 8.77 vs. MBAIX (4.20). CLBCX return over 5 years is better than : 33.14 vs. MBAIX (12.96).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 8.361 | 5.144 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 442M | 57,466% |
| Annual Yield % from dividends | 1.12 | 2.22 | 51% |
| Returns for 1 year | 8.77 | 4.20 | 209% |
| Returns for 3 years | 26.88 | 13.50 | 199% |
| Returns for 5 years | 33.14 | 12.96 | 256% |
| Returns for 10 years | 64.69 | 9.53 | 678% |
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