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CLBFX vs MBLAX
CLBFX vs MBLAX Comparison
Open Charts CLBFX vs MBLAX
American Funds American Balanced 529F
Price$36.47
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income A
Price$13.15
Change-$0.04 (-0.30%)
VolumeN/A
CapitalizationN/A
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CLBFX vs MBLAX Comparison Chart
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CLBFX vs. MBLAX commentary
Oct 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 MBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. MBLAX (140M). MBLAX pays higher dividends than CLBFX: MBLAX (4.13) vs CLBFX (2.39). CLBFX was incepted earlier than MBLAX: CLBFX (22 years) vs MBLAX (27 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (118.00). CLBFX has a lower initial minimum investment than MBLAX: CLBFX (250) vs MBLAX (1000). CLBFX annual gain was more profitable for investors over the last year : 26.79 vs. MBLAX (0.90). CLBFX return over 5 years is better than : 44.86 vs. MBLAX (-8.12).
| CLBFX | MBLAX | CLBFX / MBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 15.622 | 6.424 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 140M | 170,714% |
| Annual Yield % from dividends | 2.39 | 4.13 | 58% |
| Returns for 1 year | 26.79 | 0.90 | 2,986% |
| Returns for 3 years | 16.73 | -20.28 | -82% |
| Returns for 5 years | 44.86 | -8.12 | -552% |
| Returns for 10 years | 76.86 | 13.48 | 570% |
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