Interact to see
Advertisement
Advertisement
CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
CLBCX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MBAIX commentary
Jul 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: 252B vs. MBAIX (441M). MBAIX pays higher dividends than CLBCX: MBAIX (2.22) vs CLBCX (1.13). 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 : 6.25 vs. MBAIX (2.15). CLBCX return over 5 years is better than : 35.56 vs. MBAIX (15.61).
| 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 | 7.689 | 4.543 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 441M | 57,143% |
| Annual Yield % from dividends | 1.13 | 2.22 | 51% |
| Returns for 1 year | 6.25 | 2.15 | 291% |
| Returns for 3 years | 34.04 | 20.04 | 170% |
| Returns for 5 years | 35.56 | 15.61 | 228% |
| Returns for 10 years | 61.97 | 9.08 | 683% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CSM | 71.40 | 0.48 | +0.68% |
| ProShares Large Cap Core Plus | |||
| SIXP | 29.53 | 0.08 | +0.28% |
| AllianzIM US Lrg Cp 6M Bfr10 Mar/Sep ETF | |||
| SPHD | 48.30 | 0.07 | +0.15% |
| Invesco S&P 500® High Div Low Vol ETF | |||
| LFAW | 161.16 | N/A | N/A |
| LifeX 2060 Longevity Income ETF | |||
| VFL | 9.54 | -0.05 | -0.52% |
| abrdn National Municipal Income Fund | |||