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CLBFX vs MBNAX
CLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAX
American Funds American Balanced 529F
Price$37.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.45B
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Sep 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: 256B vs. MBNAX (449M). CLBFX (1.94) and MBNAX (1.94) 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 : 8.62 vs. MBNAX (2.42). CLBFX return over 5 years is better than : 41.04 vs. MBNAX (14.24).
| 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 | 10.200 | 6.875 | 148% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 449M | 57,016% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 8.62 | 2.42 | 356% |
| Returns for 3 years | 39.03 | 19.78 | 197% |
| Returns for 5 years | 41.04 | 14.24 | 288% |
| Returns for 10 years | 92.77 | 15.28 | 607% |
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