Interact to see
Advertisement
Advertisement
CLBCX vs MBAIX
CLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
CLBCX vs MBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MBAIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. MBAIX (436M). MBAIX pays higher dividends than CLBCX: MBAIX (2.27) vs CLBCX (1.18). 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 : 6.33 vs. MBAIX (4.37). CLBCX return over 5 years is better than : 31.46 vs. MBAIX (11.72).
| 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 | 4.353 | 2.863 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.18 | 2.27 | 52% |
| Returns for 1 year | 6.33 | 4.37 | 145% |
| Returns for 3 years | 20.71 | 11.38 | 182% |
| Returns for 5 years | 31.46 | 11.72 | 268% |
| Returns for 10 years | 59.47 | 7.29 | 816% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement