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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$35.56
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
CLBFX vs MBNAX Comparison Chart
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CLBFX vs. MBNAX commentary
Jun 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 Buy and MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. MBNAX (436M). CLBFX (2.07) and MBNAX (2.03) have matching dividends . CLBFX was incepted earlier than MBNAX: CLBFX (23 years) vs MBNAX (21 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 : 7.93 vs. MBNAX (3.59). CLBFX return over 5 years is better than : 39.01 vs. MBNAX (12.05).
| 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 | 21 years | - |
| Gain YTD | 4.308 | 2.444 | 176% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 436M | 55,505% |
| Annual Yield % from dividends | 2.07 | 2.03 | 102% |
| Returns for 1 year | 7.93 | 3.59 | 221% |
| Returns for 3 years | 24.38 | 11.06 | 220% |
| Returns for 5 years | 39.01 | 12.05 | 324% |
| Returns for 10 years | 73.95 | 4.50 | 1,643% |
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