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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$36.61
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Jul 16, 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MBNAX (444M). CLBFX (1.99) and MBNAX (1.99) have matching dividends . CLBFX was incepted earlier than MBNAX: CLBFX (23 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than CLBFX (0.67). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MBNAX: CLBFX (250) vs MBNAX (15000). CLBFX annual gain was more profitable for investors over the last year : 6.18 vs. MBNAX (2.23). CLBFX return over 5 years is better than : 41.56 vs. MBNAX (13.58).
| CLBFX | MBNAX | CLBFX / MBNAX | |
| Total Expense Ratio | 0.67 | 1.08 | 62% |
| Annual Report Gross Expense Ratio | 0.67 | 1.08 | 62% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 7.757 | 3.629 | 214% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 444M | 56,757% |
| Annual Yield % from dividends | 1.99 | 1.99 | 100% |
| Returns for 1 year | 6.18 | 2.23 | 277% |
| Returns for 3 years | 36.66 | 17.67 | 207% |
| Returns for 5 years | 41.56 | 13.58 | 306% |
| Returns for 10 years | 77.28 | 5.93 | 1,303% |
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