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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Touchstone Balanced Y
Price$30.50
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets1B
CLBFX vs SIBLX Comparison Chart in %
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CLBFX vs. SIBLX commentary
Oct 06, 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. SIBLX (1B). CLBFX (1.60) and SIBLX (1.54) have matching dividends . CLBFX was incepted earlier than SIBLX: CLBFX (23 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than CLBFX (0.67). SIBLX is a more actively managed with annual turnover of: 70.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SIBLX: CLBFX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 11.93 vs. CLBFX (9.65). CLBFX return over 5 years is better than : 47.63 vs. SIBLX (41.23).
| CLBFX | SIBLX | CLBFX / SIBLX | |
| Total Expense Ratio | 0.67 | 0.79 | 85% |
| Annual Report Gross Expense Ratio | 0.67 | 0.79 | 85% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 14.291 | 11.661 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1B | 26,520% |
| Annual Yield % from dividends | 1.60 | 1.54 | 104% |
| Returns for 1 year | 9.65 | 11.93 | 81% |
| Returns for 3 years | 48.19 | 51.66 | 93% |
| Returns for 5 years | 47.63 | 41.23 | 116% |
| Returns for 10 years | 94.49 | 83.40 | 113% |
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