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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$34.66
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
CLBFX vs MBAIX Comparison Chart
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CLBFX vs. MBAIX commentary
Dec 25, 2024
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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. MBAIX (445M). CLBFX (2.39) and MBAIX (2.28) have matching dividends . CLBFX was incepted earlier than MBAIX: CLBFX (22 years) vs MBAIX (36 years). MBAIX is a more actively managed with annual turnover of: 313.00 vs. CLBFX (171.00). 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 : 10.87 vs. MBAIX (4.43). CLBFX return over 5 years is better than : 33.43 vs. MBAIX (5.20).
| CLBFX | MBAIX | CLBFX / MBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 36 years | - |
| Gain YTD | 10.385 | 3.905 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 2.39 | 2.28 | 105% |
| Returns for 1 year | 10.87 | 4.43 | 245% |
| Returns for 3 years | 11.02 | 6.05 | 182% |
| Returns for 5 years | 33.43 | 5.20 | 643% |
| Returns for 10 years | 68.08 | 3.55 | 1,918% |
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