Interact to see
Advertisement
Advertisement
CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
CLBFX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MBAIX commentary
Sep 19, 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: 263B vs. MBAIX (451M). MBAIX pays higher dividends than CLBFX: MBAIX (2.17) vs CLBFX (1.94). 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 : 10.06 vs. MBAIX (2.98). CLBFX return over 5 years is better than : 46.28 vs. MBAIX (16.92).
| 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 | 13.291 | 8.049 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 451M | 58,315% |
| Annual Yield % from dividends | 1.94 | 2.17 | 90% |
| Returns for 1 year | 10.06 | 2.98 | 338% |
| Returns for 3 years | 44.25 | 22.53 | 196% |
| Returns for 5 years | 46.28 | 16.92 | 273% |
| Returns for 10 years | 95.21 | 16.92 | 563% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement