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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$38.56
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Nov 23, 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 Hold and MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 261B vs. MBAIX (439M). MBAIX pays higher dividends than CLBFX: MBAIX (2.14) vs CLBFX (1.86). CLBFX was incepted earlier than MBAIX: CLBFX (23 years) vs MBAIX (37 years). MBAIX (0.83) is less costly to investors than CLBFX (0.67). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MBAIX: CLBFX (250) vs MBAIX (1000000). CLBFX annual gain was more profitable for investors over the last year : 8.47 vs. MBAIX (1.13). CLBFX return over 5 years is better than : 41.26 vs. MBAIX (11.17).
| CLBFX | MBAIX | CLBFX / MBAIX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 13.852 | 8.262 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 439M | 59,453% |
| Annual Yield % from dividends | 1.86 | 2.14 | 87% |
| Returns for 1 year | 8.47 | 1.13 | 749% |
| Returns for 3 years | 40.75 | 18.74 | 217% |
| Returns for 5 years | 41.26 | 11.17 | 369% |
| Returns for 10 years | 86.16 | 14.01 | 615% |
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