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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Jul 18, 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MBAIX (441M). MBAIX pays higher dividends than CLBFX: MBAIX (2.22) vs CLBFX (1.99). CLBFX was incepted earlier than MBAIX: CLBFX (23 years) vs MBAIX (36 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 : 7.19 vs. MBAIX (2.15). CLBFX return over 5 years is better than : 41.93 vs. MBAIX (15.61).
| 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 | 36 years | - |
| Gain YTD | 8.228 | 4.543 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 441M | 57,143% |
| Annual Yield % from dividends | 1.99 | 2.22 | 90% |
| Returns for 1 year | 7.19 | 2.15 | 335% |
| Returns for 3 years | 37.79 | 20.04 | 189% |
| Returns for 5 years | 41.93 | 15.61 | 269% |
| Returns for 10 years | 78.05 | 9.08 | 860% |
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