Interact to see
Advertisement
Advertisement
CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
CLBFX vs MBNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MBNAX commentary
Aug 09, 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: 253B vs. MBNAX (441M). MBNAX (1.99) and CLBFX (1.97) 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 : 10.27 vs. MBNAX (3.99). CLBFX return over 5 years is better than : 39.97 vs. MBNAX (12.35).
| 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 | 9.023 | 4.968 | 182% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 441M | 57,370% |
| Annual Yield % from dividends | 1.97 | 1.99 | 99% |
| Returns for 1 year | 10.27 | 3.99 | 257% |
| Returns for 3 years | 33.41 | 15.36 | 217% |
| Returns for 5 years | 39.97 | 12.35 | 324% |
| Returns for 10 years | 80.95 | 7.66 | 1,056% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RGEF | 28.44 | 0.21 | +0.74% |
| Rockefeller Global Equity ETF | |||
| FELV | 32.03 | 0.21 | +0.66% |
| Fidelity Enhanced Large Cap Value ETF | |||
| FMCX | 33.68 | N/A | N/A |
| FMC Excelsior Focus Equity ETF | |||
| IDLV | 33.34 | -0.01 | -0.03% |
| Invesco S&P Intl Dev Low Vol ETF | |||
| RTAI | 20.37 | -0.02 | -0.11% |
| Rareview Tax Advantaged Income ETF | |||