Ad is loading...
Ad is loading...
CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
CLBFX vs MBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MBAIX commentary
Nov 18, 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 StrongBuy and MBAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MBAIX (460M). 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 : 21.04 vs. MBAIX (16.72). CLBFX return over 5 years is better than : 38.61 vs. MBAIX (10.71).
| 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 | 14.196 | 10.210 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 460M | 51,304% |
| Annual Yield % from dividends | 2.39 | 2.28 | 105% |
| Returns for 1 year | 21.04 | 16.72 | 126% |
| Returns for 3 years | 12.47 | -8.42 | -148% |
| Returns for 5 years | 38.61 | 10.71 | 360% |
| Returns for 10 years | 66.57 | 2.78 | 2,397% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers