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CLBFX vs SIBLX
CLBFX vs SIBLX Comparison
Open Charts CLBFX vs SIBLX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Touchstone Balanced Y
Price$30.19
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets992.64M
CLBFX vs SIBLX Comparison Chart in %
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CLBFX vs. SIBLX commentary
Nov 20, 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: 264B vs. SIBLX (993M). CLBFX pays higher dividends than SIBLX: CLBFX (1.86) vs SIBLX (1.52). CLBFX was incepted earlier than SIBLX: CLBFX (23 years) vs SIBLX (18 years). SIBLX (0.77) is less costly to investors than CLBFX (0.67). SIBLX is a more actively managed with annual turnover of: 82.00 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 : 10.15 vs. CLBFX (8.95). CLBFX return over 5 years is better than : 40.97 vs. SIBLX (33.10).
| CLBFX | SIBLX | CLBFX / SIBLX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.881 | 11.002 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 993M | 26,586% |
| Annual Yield % from dividends | 1.86 | 1.52 | 123% |
| Returns for 1 year | 8.95 | 10.15 | 88% |
| Returns for 3 years | 42.00 | 46.04 | 91% |
| Returns for 5 years | 40.97 | 33.10 | 124% |
| Returns for 10 years | 86.36 | 76.24 | 113% |
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