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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Jun 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 248B vs. MBAIX (441M). MBAIX pays higher dividends than CLBCX: MBAIX (2.27) vs CLBCX (1.18). 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 : 6.56 vs. MBAIX (5.58). CLBCX return over 5 years is better than : 39.16 vs. MBAIX (19.26).
| 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 | 6.316 | 4.125 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 441M | 56,236% |
| Annual Yield % from dividends | 1.18 | 2.27 | 52% |
| Returns for 1 year | 6.56 | 5.58 | 118% |
| Returns for 3 years | 30.69 | 18.52 | 166% |
| Returns for 5 years | 39.16 | 19.26 | 203% |
| Returns for 10 years | 63.30 | 8.74 | 724% |
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