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CLBEX vs CLBFX
CLBEX vs CLBFX Comparison
Open Charts CLBEX vs CLBFX
American Funds American Balanced 529E
Price$36.51
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
American Funds American Balanced 529F
Price$36.48
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
CLBEX vs CLBFX Comparison Chart in %
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CLBEX vs. CLBFX commentary
Jul 03, 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 CLBEX is a Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBEX (251B) and CLBFX (251B) have equal amount of cash in the bank . CLBFX pays higher dividends than CLBEX: CLBFX (1.99) vs CLBEX (1.62). CLBEX was incepted earlier than CLBFX: CLBEX (23 years) vs CLBFX (23 years). CLBEX (0.83) is less costly to investors than CLBFX (0.67). CLBEX (44.00) and CLBFX (44.00) have comparable annual turnover. CLBEX (250) and CLBFX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 8.53 vs. CLBEX (8.09). CLBFX return over 5 years is better than : 43.71 vs. CLBEX (40.80).
| CLBEX | CLBFX | CLBEX / CLBFX | |
| Total Expense Ratio | 0.83 | 0.67 | 124% |
| Annual Report Gross Expense Ratio | 0.83 | 0.67 | 124% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.366 | 7.580 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 251B | 100% |
| Annual Yield % from dividends | 1.62 | 1.99 | 81% |
| Returns for 1 year | 8.09 | 8.53 | 95% |
| Returns for 3 years | 34.43 | 36.06 | 95% |
| Returns for 5 years | 40.80 | 43.71 | 93% |
| Returns for 10 years | 72.21 | 79.86 | 90% |