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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Macquarie Balanced Fund
Price$25.30
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.61B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX commentary
Aug 17, 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 CLBAX is a Buy and IBNYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. IBNYX (1.61B). CLBAX pays higher dividends than IBNYX: CLBAX (1.82) vs IBNYX (1.00). CLBAX was incepted earlier than IBNYX: CLBAX (24 years) vs IBNYX (22 years). IBNYX (1.08) is less costly to investors than CLBAX (0.58). IBNYX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). IBNYX has a lower initial minimum investment than CLBAX: IBNYX (0) vs CLBAX (250). IBNYX annual gain was more profitable for investors over the last year : 11.17 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. IBNYX (6.42).
| CLBAX | IBNYX | CLBAX / IBNYX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.747 | 8.146 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.61B | 15,881% |
| Annual Yield % from dividends | 1.82 | 1.00 | 182% |
| Returns for 1 year | 7.96 | 11.17 | 71% |
| Returns for 3 years | 30.56 | 7.24 | 422% |
| Returns for 5 years | 39.83 | 6.42 | 621% |
| Returns for 10 years | 78.78 | 9.12 | 863% |
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