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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Nov 20, 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MBNAX (442M). MBNAX pays higher dividends than CLBCX: MBNAX (1.92) vs CLBCX (1.04). CLBCX was incepted earlier than MBNAX: CLBCX (24 years) vs MBNAX (22 years). CLBCX (1.35) is less costly to investors than MBNAX (1.08). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBNAX: CLBCX (250) vs MBNAX (15000). CLBCX annual gain was more profitable for investors over the last year : 8.18 vs. MBNAX (1.19). CLBCX return over 5 years is better than : 35.38 vs. MBNAX (9.26).
| CLBCX | MBNAX | CLBCX / MBNAX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 13.269 | 7.521 | 176% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 442M | 59,502% |
| Annual Yield % from dividends | 1.04 | 1.92 | 54% |
| Returns for 1 year | 8.18 | 1.19 | 686% |
| Returns for 3 years | 38.51 | 18.33 | 210% |
| Returns for 5 years | 35.38 | 9.26 | 382% |
| Returns for 10 years | 70.03 | 11.72 | 597% |
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