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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$36.84
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
Touchstone Balanced Y
Price$29.40
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets975.8M
CLBFX vs SIBLX Comparison Chart in %
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CLBFX vs. SIBLX commentary
Aug 07, 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: 254B vs. SIBLX (976M). CLBFX pays higher dividends than SIBLX: CLBFX (1.97) vs SIBLX (1.59). 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 : 14.56 vs. CLBFX (11.14). CLBFX return over 5 years is better than : 39.41 vs. SIBLX (36.08).
| 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 | 8.434 | 7.443 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 976M | 26,025% |
| Annual Yield % from dividends | 1.97 | 1.59 | 124% |
| Returns for 1 year | 11.14 | 14.56 | 76% |
| Returns for 3 years | 32.51 | 36.13 | 90% |
| Returns for 5 years | 39.41 | 36.08 | 109% |
| Returns for 10 years | 80.34 | 71.08 | 113% |