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CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
CLBCX vs MBAIX Comparison Chart
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CLBCX vs. MBAIX commentary
Nov 18, 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 StrongBuy and MBAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. MBAIX (460M). 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 : 19.97 vs. MBAIX (16.72). CLBCX return over 5 years is better than : 32.31 vs. MBAIX (10.71).
| 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 | 13.278 | 10.210 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 460M | 51,304% |
| Annual Yield % from dividends | 1.52 | 2.28 | 67% |
| Returns for 1 year | 19.97 | 16.72 | 119% |
| Returns for 3 years | 9.41 | -8.42 | -112% |
| Returns for 5 years | 32.31 | 10.71 | 302% |
| Returns for 10 years | 51.34 | 2.78 | 1,849% |
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