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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Macquarie Balanced Fund
Price$25.49
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.04B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX commentary
Sep 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 CLBAX is a Buy and IBNYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. IBNYX (2.04B). CLBAX pays higher dividends than IBNYX: CLBAX (1.80) vs IBNYX (0.99). 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 : 12.20 vs. CLBAX (9.95). CLBAX return over 5 years is better than : 41.54 vs. IBNYX (6.11).
| 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 | 11.362 | 8.958 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.04B | 12,641% |
| Annual Yield % from dividends | 1.80 | 0.99 | 181% |
| Returns for 1 year | 9.95 | 12.20 | 82% |
| Returns for 3 years | 40.92 | 15.89 | 258% |
| Returns for 5 years | 41.54 | 6.11 | 679% |
| Returns for 10 years | 88.47 | 13.35 | 662% |
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