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CLBCX vs SIBAX
CLBCX vs SIBAX Comparison
Open Charts CLBCX vs SIBAX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
CLBCX vs SIBAX Comparison Chart in %
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CLBCX vs. SIBAX commentary
Oct 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 SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. SIBAX (73.6M). SIBAX pays higher dividends than CLBCX: SIBAX (1.39) vs CLBCX (1.06). CLBCX was incepted earlier than SIBAX: CLBCX (24 years) vs SIBAX (32 years). CLBCX (1.35) is less costly to investors than SIBAX (1.11). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). CLBCX has a lower initial minimum investment than SIBAX: CLBCX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 12.88 vs. CLBCX (9.10). SIBAX return over 5 years is better than : 45.27 vs. CLBCX (39.00).
| CLBCX | SIBAX | CLBCX / SIBAX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 1.11 | 122% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 14.233 | 11.464 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 73.6M | 361,413% |
| Annual Yield % from dividends | 1.06 | 1.39 | 76% |
| Returns for 1 year | 9.10 | 12.88 | 71% |
| Returns for 3 years | 49.10 | 58.09 | 85% |
| Returns for 5 years | 39.00 | 45.27 | 86% |
| Returns for 10 years | 76.20 | 108.77 | 70% |
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