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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$38.93
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 267B vs. MBNAX (451M). MBNAX pays higher dividends than CLBCX: MBNAX (1.91) vs CLBCX (1.06). 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 : 8.23 vs. MBNAX (2.43). CLBCX return over 5 years is better than : 38.46 vs. MBNAX (13.67).
| 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 | 13.795 | 8.026 | 172% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 451M | 59,202% |
| Annual Yield % from dividends | 1.06 | 1.91 | 55% |
| Returns for 1 year | 8.23 | 2.43 | 339% |
| Returns for 3 years | 49.57 | 26.86 | 185% |
| Returns for 5 years | 38.46 | 13.67 | 281% |
| Returns for 10 years | 75.30 | 12.81 | 588% |
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