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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
CLBFX vs MBNAX Comparison Chart
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CLBFX vs. MBNAX commentary
Apr 04, 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. MBNAX (443M). CLBFX pays higher dividends than MBNAX: CLBFX (2.14) vs MBNAX (2.03). CLBFX was incepted earlier than MBNAX: CLBFX (23 years) vs MBNAX (21 years). MBNAX (1.08) is less costly to investors than CLBFX (0.68). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (171.00). CLBFX has a lower initial minimum investment than MBNAX: CLBFX (250) vs MBNAX (15000). MBNAX annual gain was more profitable for investors over the last year : 1.67 vs. CLBFX (1.49). CLBFX return over 5 years is better than : 49.30 vs. MBNAX (30.12).
| CLBFX | MBNAX | CLBFX / MBNAX | |
| Total Expense Ratio | 0.68 | 1.08 | 63% |
| Annual Report Gross Expense Ratio | 0.68 | 1.08 | 63% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -2.116 | 0.445 | -475% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 2.14 | 2.03 | 105% |
| Returns for 1 year | 1.49 | 1.67 | 90% |
| Returns for 3 years | 10.84 | 6.51 | 167% |
| Returns for 5 years | 49.30 | 30.12 | 164% |
| Returns for 10 years | 62.85 | 1.20 | 5,252% |