Interact to see
Advertisement
Advertisement
CLBFX vs CTLFX
CLBFX vs CTLFX Comparison
Open Charts CLBFX vs CTLFX
American Funds American Balanced 529F
Price$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
American Funds College 2033 529F1
Price$14.04
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets4.14B
CLBFX vs CTLFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. CTLFX commentary
Oct 06, 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 CTLFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CTLFX (4.14B). CTLFX pays higher dividends than CLBFX: CTLFX (2.60) vs CLBFX (1.60). CLBFX was incepted earlier than CTLFX: CLBFX (23 years) vs CTLFX (11 years). CTLFX (0.76) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (6.00). CLBFX (250) and CTLFX (250) have matching initial minimum investment requirements. CTLFX annual gain was more profitable for investors over the last year : 10.20 vs. CLBFX (9.65). CLBFX return over 5 years is better than : 47.63 vs. CTLFX (22.95).
| CLBFX | CTLFX | CLBFX / CTLFX | |
| Total Expense Ratio | 0.67 | 0.76 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 14.291 | 12.500 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.14B | 6,419% |
| Annual Yield % from dividends | 1.60 | 2.60 | 61% |
| Returns for 1 year | 9.65 | 10.20 | 95% |
| Returns for 3 years | 48.19 | 41.20 | 117% |
| Returns for 5 years | 47.63 | 22.95 | 207% |
| Returns for 10 years | 94.49 | 75.26 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement