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CLBCX vs MBLAX
CLBCX vs MBLAX Comparison
Open Charts CLBCX vs MBLAX
American Funds American Balanced 529C
Price$36.55
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income A
Price$13.15
Change-$0.04 (-0.30%)
VolumeN/A
CapitalizationN/A
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CLBCX vs MBLAX Comparison Chart
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CLBCX vs. MBLAX commentary
Oct 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 MBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 239B vs. MBLAX (140M). MBLAX pays higher dividends than CLBCX: MBLAX (4.13) vs CLBCX (1.52). CLBCX was incepted earlier than MBLAX: CLBCX (23 years) vs MBLAX (27 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (118.00). CLBCX has a lower initial minimum investment than MBLAX: CLBCX (250) vs MBLAX (1000). CLBCX annual gain was more profitable for investors over the last year : 25.60 vs. MBLAX (0.90). CLBCX return over 5 years is better than : 38.25 vs. MBLAX (-8.12).
| CLBCX | MBLAX | CLBCX / MBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 14.754 | 6.424 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 140M | 170,714% |
| Annual Yield % from dividends | 1.52 | 4.13 | 37% |
| Returns for 1 year | 25.60 | 0.90 | 2,853% |
| Returns for 3 years | 13.54 | -20.28 | -67% |
| Returns for 5 years | 38.25 | -8.12 | -471% |
| Returns for 10 years | 60.66 | 13.48 | 450% |
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