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CLBFX vs CTLAX
CLBFX vs CTLAX Comparison
Open Charts CLBFX vs CTLAX
American Funds American Balanced 529F
Price$38.48
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
American Funds College 2033 529A
Price$13.86
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets4.09B
CLBFX vs CTLAX Comparison Chart in %
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CLBFX vs. CTLAX commentary
Sep 15, 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 CLBFX is a Buy and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. CTLAX (4.09B). CTLAX pays higher dividends than CLBFX: CTLAX (2.49) vs CLBFX (1.94). CLBFX was incepted earlier than CTLAX: CLBFX (23 years) vs CTLAX (10 years). CTLAX (0.72) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). CLBFX (250) and CTLAX (250) have matching initial minimum investment requirements. CLBFX (10.50) and CTLAX (10.46) have marching annual gain over last year. CLBFX return over 5 years is better than : 46.27 vs. CTLAX (20.97).
| CLBFX | CTLAX | CLBFX / CTLAX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.261 | 11.594 | 114% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.09B | 6,412% |
| Annual Yield % from dividends | 1.94 | 2.49 | 78% |
| Returns for 1 year | 10.50 | 10.46 | 100% |
| Returns for 3 years | 43.66 | 35.84 | 122% |
| Returns for 5 years | 46.27 | 20.97 | 221% |
| Returns for 10 years | 95.06 | 70.98 | 134% |
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