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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
CLBFX vs MBNAX Comparison Chart
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CLBFX vs. MBNAX 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MBNAX (450M). CLBFX pays higher dividends than MBNAX: CLBFX (2.39) vs MBNAX (2.06). CLBFX was incepted earlier than MBNAX: CLBFX (22 years) vs MBNAX (21 years). MBNAX is a more actively managed with annual turnover of: 313.00 vs. CLBFX (171.00). 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 : 12.67 vs. MBNAX (5.79). CLBFX return over 5 years is better than : 35.48 vs. MBNAX (5.40).
| CLBFX | MBNAX | CLBFX / MBNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 11.647 | 4.726 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 450M | 53,556% |
| Annual Yield % from dividends | 2.39 | 2.06 | 116% |
| Returns for 1 year | 12.67 | 5.79 | 219% |
| Returns for 3 years | 13.69 | 7.53 | 182% |
| Returns for 5 years | 35.48 | 5.40 | 657% |
| Returns for 10 years | 61.86 | 3.44 | 1,796% |
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