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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
CLBCX vs MBNAX Comparison Chart
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CLBCX vs. MBNAX commentary
Apr 04, 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: 235B vs. MBNAX (443M). MBNAX pays higher dividends than CLBCX: MBNAX (2.03) vs CLBCX (1.22). CLBCX was incepted earlier than MBNAX: CLBCX (23 years) vs MBNAX (21 years). CLBCX (1.37) is less costly to investors than MBNAX (1.08). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (171.00). CLBCX has a lower initial minimum investment than MBNAX: CLBCX (250) vs MBNAX (15000). MBNAX annual gain was more profitable for investors over the last year : 1.67 vs. CLBCX (0.61). CLBCX return over 5 years is better than : 42.55 vs. MBNAX (30.12).
| CLBCX | MBNAX | CLBCX / MBNAX | |
| Total Expense Ratio | 1.37 | 1.08 | 127% |
| Annual Report Gross Expense Ratio | 1.37 | 1.08 | 127% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -2.356 | 0.445 | -529% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 1.22 | 2.03 | 60% |
| Returns for 1 year | 0.61 | 1.67 | 37% |
| Returns for 3 years | 7.83 | 6.51 | 120% |
| Returns for 5 years | 42.55 | 30.12 | 141% |
| Returns for 10 years | 48.08 | 1.20 | 4,018% |
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