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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
CLBFX vs MBNAX Comparison Chart
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CLBFX vs. MBNAX commentary
Jan 19, 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: 240B vs. MBNAX (451M). 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 : 12.43 vs. MBNAX (7.54). CLBFX return over 5 years is better than : 32.62 vs. MBNAX (5.22).
| 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 | 1.958 | 2.379 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 451M | 53,215% |
| Annual Yield % from dividends | 2.39 | 2.06 | 116% |
| Returns for 1 year | 12.43 | 7.54 | 165% |
| Returns for 3 years | 14.37 | 7.22 | 199% |
| Returns for 5 years | 32.62 | 5.22 | 625% |
| Returns for 10 years | 72.52 | 5.45 | 1,332% |
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