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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Macquarie Balanced Fund
Price$25.65
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.98B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX 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 CLBAX is a Hold and IBNYX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. IBNYX (1.98B). CLBAX pays higher dividends than IBNYX: CLBAX (1.73) vs IBNYX (0.88). CLBAX was incepted earlier than IBNYX: CLBAX (24 years) vs IBNYX (22 years). IBNYX (1.09) 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). CLBAX annual gain was more profitable for investors over the last year : 9.00 vs. IBNYX (8.44). CLBAX return over 5 years is better than : 40.59 vs. IBNYX (2.57).
| CLBAX | IBNYX | CLBAX / IBNYX | |
| Total Expense Ratio | 0.58 | 0.98 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 1.09 | 53% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.067 | 9.868 | 143% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.98B | 13,256% |
| Annual Yield % from dividends | 1.73 | 0.88 | 196% |
| Returns for 1 year | 9.00 | 8.44 | 107% |
| Returns for 3 years | 41.73 | 15.59 | 268% |
| Returns for 5 years | 40.59 | 2.57 | 1,581% |
| Returns for 10 years | 83.31 | 10.30 | 809% |
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