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CLBFX vs MBAIX
CLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
CLBFX vs MBAIX Comparison Chart
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CLBFX vs. MBAIX commentary
Apr 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: 225B vs. MBAIX (423M). MBAIX pays higher dividends than CLBFX: MBAIX (2.27) vs CLBFX (2.14). CLBFX was incepted earlier than MBAIX: CLBFX (23 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than CLBFX (0.68). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (171.00). CLBFX has a lower initial minimum investment than MBAIX: CLBFX (250) vs MBAIX (1000000). MBAIX annual gain was more profitable for investors over the last year : 3.25 vs. CLBFX (2.73). CLBFX return over 5 years is better than : 34.54 vs. MBAIX (17.62).
| CLBFX | MBAIX | CLBFX / MBAIX | |
| Total Expense Ratio | 0.68 | 0.83 | 82% |
| Annual Report Gross Expense Ratio | 0.68 | 0.83 | 82% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | -3.641 | -1.221 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 423M | 53,191% |
| Annual Yield % from dividends | 2.14 | 2.27 | 94% |
| Returns for 1 year | 2.73 | 3.25 | 84% |
| Returns for 3 years | 11.65 | 6.46 | 180% |
| Returns for 5 years | 34.54 | 17.62 | 196% |
| Returns for 10 years | 59.09 | 1.78 | 3,313% |
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