Interact to see
Advertisement
Advertisement
CLBFX vs IBARX
CLBFX vs IBARX Comparison
Open Charts CLBFX vs IBARX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Macquarie Balanced Fund Class R6
Price$25.40
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets1.6B
CLBFX vs IBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. IBARX commentary
Aug 17, 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 IBARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. IBARX (1.6B). CLBFX pays higher dividends than IBARX: CLBFX (1.97) vs IBARX (1.24). CLBFX was incepted earlier than IBARX: CLBFX (23 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than CLBFX (0.67). IBARX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). IBARX has a lower initial minimum investment than CLBFX: IBARX (0) vs CLBFX (250). IBARX annual gain was more profitable for investors over the last year : 11.51 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. IBARX (8.82).
| CLBFX | IBARX | CLBFX / IBARX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.78 | 86% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.847 | 8.349 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.6B | 15,960% |
| Annual Yield % from dividends | 1.97 | 1.24 | 159% |
| Returns for 1 year | 8.11 | 11.51 | 71% |
| Returns for 3 years | 31.15 | 8.67 | 359% |
| Returns for 5 years | 40.98 | 8.82 | 464% |
| Returns for 10 years | 82.32 | 12.87 | 640% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement