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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$38.63
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Nov 23, 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 Hold and MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 261B vs. MBAIX (439M). MBAIX pays higher dividends than CLBCX: MBAIX (2.14) vs CLBCX (1.04). CLBCX was incepted earlier than MBAIX: CLBCX (24 years) vs MBAIX (37 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 : 7.49 vs. MBAIX (1.13). CLBCX return over 5 years is better than : 34.96 vs. MBAIX (11.17).
| 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 | 37 years | - |
| Gain YTD | 12.918 | 8.262 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 439M | 59,453% |
| Annual Yield % from dividends | 1.04 | 2.14 | 48% |
| Returns for 1 year | 7.49 | 1.13 | 662% |
| Returns for 3 years | 36.95 | 18.74 | 197% |
| Returns for 5 years | 34.96 | 11.17 | 313% |
| Returns for 10 years | 69.37 | 14.01 | 495% |
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