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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$38.82
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 267B vs. MBAIX (451M). MBAIX pays higher dividends than CLBFX: MBAIX (2.14) vs CLBFX (1.89). 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 : 9.21 vs. MBAIX (2.74). CLBFX return over 5 years is better than : 44.98 vs. MBAIX (15.18).
| 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 | 14.619 | 8.262 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 451M | 59,202% |
| Annual Yield % from dividends | 1.89 | 2.14 | 88% |
| Returns for 1 year | 9.21 | 2.74 | 336% |
| Returns for 3 years | 53.69 | 27.86 | 193% |
| Returns for 5 years | 44.98 | 15.18 | 296% |
| Returns for 10 years | 92.80 | 15.00 | 619% |
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