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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CLBCX vs MBAIX Comparison Chart
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CLBCX vs. MBAIX commentary
Feb 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MBAIX (450M). MBAIX pays higher dividends than CLBCX: MBAIX (2.28) vs CLBCX (1.52). CLBCX was incepted earlier than MBAIX: CLBCX (23 years) vs MBAIX (36 years). MBAIX is a more actively managed with annual turnover of: 313.00 vs. CLBCX (171.00). 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 : 8.39 vs. MBAIX (6.35). CLBCX return over 5 years is better than : 26.92 vs. MBAIX (6.77).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 2.768 | 2.864 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 450M | 53,778% |
| Annual Yield % from dividends | 1.52 | 2.28 | 67% |
| Returns for 1 year | 8.39 | 6.35 | 132% |
| Returns for 3 years | 16.44 | 10.94 | 150% |
| Returns for 5 years | 26.92 | 6.77 | 397% |
| Returns for 10 years | 53.37 | 5.08 | 1,050% |
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