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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Touchstone Balanced Y
Price$26.59
Change+$1.34 (+5.31%)
VolumeN/A
Net Assets845.02M
CLBFX vs SIBLX Comparison Chart
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CLBFX vs. SIBLX commentary
Apr 10, 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 Hold and SIBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. SIBLX (845M). CLBFX pays higher dividends than SIBLX: CLBFX (2.14) vs SIBLX (1.66). CLBFX was incepted earlier than SIBLX: CLBFX (23 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (70.00). 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 : 0.29 vs. CLBFX (-3.29). SIBLX return over 5 years is better than : 36.63 vs. CLBFX (32.93).
| CLBFX | SIBLX | CLBFX / SIBLX | |
| Total Expense Ratio | 0.68 | 0.79 | 86% |
| Annual Report Gross Expense Ratio | 0.68 | 0.79 | 86% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -6.926 | -7.279 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 845M | 25,680% |
| Annual Yield % from dividends | 2.14 | 1.66 | 129% |
| Returns for 1 year | -3.29 | 0.29 | -1,135% |
| Returns for 3 years | 6.59 | 9.85 | 67% |
| Returns for 5 years | 32.93 | 36.63 | 90% |
| Returns for 10 years | 54.04 | 46.33 | 117% |
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