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CLBFX vs MBLAX
CLBFX vs MBLAX Comparison
Open Charts CLBFX vs MBLAX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income A
Price$12.84
Change-$0.17 (-1.31%)
VolumeN/A
CapitalizationN/A
CLBFX vs MBLAX Comparison Chart
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CLBFX vs. MBLAX commentary
Dec 19, 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 Hold and MBLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MBLAX (136M). 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 : 12.67 vs. MBLAX (-5.64). CLBFX return over 5 years is better than : 35.48 vs. MBLAX (-11.66).
| 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 | 11.647 | 5.782 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 136M | 177,206% |
| Annual Yield % from dividends | 2.39 | 4.13 | 58% |
| Returns for 1 year | 12.67 | -5.64 | -225% |
| Returns for 3 years | 13.69 | -22.94 | -60% |
| Returns for 5 years | 35.48 | -11.66 | -304% |
| Returns for 10 years | 61.86 | 8.10 | 764% |
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