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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Macquarie Balanced Fund
Price$25.94
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX commentary
Oct 18, 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: 265B vs. IBNYX (2.04B). CLBAX pays higher dividends than IBNYX: CLBAX (1.76) vs IBNYX (0.89). 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). IBNYX annual gain was more profitable for investors over the last year : 9.33 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. IBNYX (6.19).
| 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 | 14.656 | 10.811 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.04B | 12,997% |
| Annual Yield % from dividends | 1.76 | 0.89 | 197% |
| Returns for 1 year | 8.72 | 9.33 | 94% |
| Returns for 3 years | 51.33 | 22.30 | 230% |
| Returns for 5 years | 43.96 | 6.19 | 710% |
| Returns for 10 years | 88.01 | 13.39 | 657% |
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