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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$38.93
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 267B vs. MBAIX (451M). MBAIX pays higher dividends than CLBCX: MBAIX (2.14) vs CLBCX (1.06). CLBCX was incepted earlier than MBAIX: CLBCX (24 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 : 8.23 vs. MBAIX (2.74). CLBCX return over 5 years is better than : 38.46 vs. MBAIX (15.18).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 13.795 | 8.262 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 451M | 59,202% |
| Annual Yield % from dividends | 1.06 | 2.14 | 49% |
| Returns for 1 year | 8.23 | 2.74 | 301% |
| Returns for 3 years | 49.57 | 27.86 | 178% |
| Returns for 5 years | 38.46 | 15.18 | 253% |
| Returns for 10 years | 75.30 | 15.00 | 502% |