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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$35.61
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
CLBCX vs MBNAX Comparison Chart
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CLBCX vs. MBNAX commentary
Jun 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 Buy and MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MBNAX (436M). MBNAX pays higher dividends than CLBCX: MBNAX (2.03) vs CLBCX (1.18). CLBCX was incepted earlier than MBNAX: CLBCX (23 years) vs MBNAX (21 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 : 6.98 vs. MBNAX (3.59). CLBCX return over 5 years is better than : 32.73 vs. MBNAX (12.05).
| CLBCX | MBNAX | CLBCX / MBNAX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 3.887 | 2.444 | 159% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 436M | 55,505% |
| Annual Yield % from dividends | 1.18 | 2.03 | 58% |
| Returns for 1 year | 6.98 | 3.59 | 195% |
| Returns for 3 years | 21.00 | 11.06 | 190% |
| Returns for 5 years | 32.73 | 12.05 | 272% |
| Returns for 10 years | 58.12 | 4.50 | 1,292% |
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