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CLBCX vs MBNAX
CLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Aug 09, 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: 253B vs. MBNAX (441M). MBNAX pays higher dividends than CLBCX: MBNAX (1.99) vs CLBCX (1.12). CLBCX was incepted earlier than MBNAX: CLBCX (23 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 : 9.30 vs. MBNAX (3.99). CLBCX return over 5 years is better than : 33.71 vs. MBNAX (12.35).
| 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 | 22 years | - |
| Gain YTD | 8.419 | 4.968 | 169% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 441M | 57,370% |
| Annual Yield % from dividends | 1.12 | 1.99 | 57% |
| Returns for 1 year | 9.30 | 3.99 | 233% |
| Returns for 3 years | 29.77 | 15.36 | 194% |
| Returns for 5 years | 33.71 | 12.35 | 273% |
| Returns for 10 years | 64.58 | 7.66 | 843% |
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