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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$38.62
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Sep 19, 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: 263B vs. MBAIX (451M). MBAIX pays higher dividends than CLBCX: MBAIX (2.17) vs CLBCX (1.11). 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 : 9.33 vs. MBAIX (2.98). CLBCX return over 5 years is better than : 40.06 vs. MBAIX (16.92).
| 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 | 12.801 | 8.049 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 451M | 58,315% |
| Annual Yield % from dividends | 1.11 | 2.17 | 51% |
| Returns for 1 year | 9.33 | 2.98 | 313% |
| Returns for 3 years | 40.65 | 22.53 | 180% |
| Returns for 5 years | 40.06 | 16.92 | 237% |
| Returns for 10 years | 77.93 | 16.92 | 461% |
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