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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$35.45
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets244.09B
CLBFX vs MBAIX Comparison Chart
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CLBFX vs. MBAIX commentary
Jan 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. MBAIX (454M). 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 : 12.56 vs. MBAIX (7.68). CLBFX return over 5 years is better than : 35.30 vs. MBAIX (7.94).
| 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 | 3.625 | 3.325 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 454M | 53,744% |
| Annual Yield % from dividends | 2.39 | 2.28 | 105% |
| Returns for 1 year | 12.56 | 7.68 | 164% |
| Returns for 3 years | 19.09 | 11.18 | 171% |
| Returns for 5 years | 35.30 | 7.94 | 445% |
| Returns for 10 years | 74.91 | 7.32 | 1,023% |
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