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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
CLBCX vs MBAIX Comparison Chart
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CLBCX vs. MBAIX commentary
Apr 18, 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: 225B vs. MBAIX (423M). MBAIX pays higher dividends than CLBCX: MBAIX (2.27) vs CLBCX (1.22). CLBCX was incepted earlier than MBAIX: CLBCX (23 years) vs MBAIX (36 years). CLBCX (1.37) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (171.00). CLBCX has a lower initial minimum investment than MBAIX: CLBCX (250) vs MBAIX (1000000). MBAIX annual gain was more profitable for investors over the last year : 3.25 vs. CLBCX (1.83). CLBCX return over 5 years is better than : 28.49 vs. MBAIX (17.62).
| CLBCX | MBAIX | CLBCX / MBAIX | |
| Total Expense Ratio | 1.37 | 0.83 | 165% |
| Annual Report Gross Expense Ratio | 1.37 | 0.83 | 165% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | -3.903 | -1.221 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 423M | 53,191% |
| Annual Yield % from dividends | 1.22 | 2.27 | 54% |
| Returns for 1 year | 1.83 | 3.25 | 56% |
| Returns for 3 years | 8.62 | 6.46 | 133% |
| Returns for 5 years | 28.49 | 17.62 | 162% |
| Returns for 10 years | 44.63 | 1.78 | 2,502% |
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