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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$38.82
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 267B vs. MBNAX (451M). MBNAX (1.91) and CLBFX (1.89) 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 : 9.21 vs. MBNAX (2.43). CLBFX return over 5 years is better than : 44.98 vs. MBNAX (13.67).
| 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 | 14.619 | 8.026 | 182% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 451M | 59,202% |
| Annual Yield % from dividends | 1.89 | 1.91 | 99% |
| Returns for 1 year | 9.21 | 2.43 | 379% |
| Returns for 3 years | 53.69 | 26.86 | 200% |
| Returns for 5 years | 44.98 | 13.67 | 329% |
| Returns for 10 years | 92.80 | 12.81 | 724% |
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