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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
CLBCX vs MBNAX Comparison Chart
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CLBCX vs. MBNAX commentary
Jan 19, 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MBNAX (451M). MBNAX pays higher dividends than CLBCX: MBNAX (2.06) vs CLBCX (1.52). CLBCX was incepted earlier than MBNAX: CLBCX (23 years) vs MBNAX (21 years). MBNAX is a more actively managed with annual turnover of: 313.00 vs. CLBCX (171.00). 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 : 11.42 vs. MBNAX (7.54). CLBCX return over 5 years is better than : 26.62 vs. MBNAX (5.22).
| CLBCX | MBNAX | CLBCX / MBNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 1.894 | 2.379 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 451M | 53,215% |
| Annual Yield % from dividends | 1.52 | 2.06 | 74% |
| Returns for 1 year | 11.42 | 7.54 | 152% |
| Returns for 3 years | 11.24 | 7.22 | 156% |
| Returns for 5 years | 26.62 | 5.22 | 510% |
| Returns for 10 years | 56.78 | 5.45 | 1,043% |
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