Ad is loading...
CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$34.78
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
CLBCX vs MBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MBAIX commentary
Dec 25, 2024
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: 238B vs. MBAIX (445M). 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 : 9.84 vs. MBAIX (4.43). CLBCX return over 5 years is better than : 27.39 vs. MBAIX (5.20).
| 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 | 9.397 | 3.905 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 1.52 | 2.28 | 67% |
| Returns for 1 year | 9.84 | 4.43 | 222% |
| Returns for 3 years | 7.98 | 6.05 | 132% |
| Returns for 5 years | 27.39 | 5.20 | 527% |
| Returns for 10 years | 52.72 | 3.55 | 1,485% |
View a ticker or compare two or three
VS
VS
Ad is loading...