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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$37.66
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Macquarie Balanced Fund
Price$25.48
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets2.03B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX commentary
Aug 29, 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 IYBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. IYBIX (2.03B). CLBAX pays higher dividends than IYBIX: CLBAX (1.82) vs IYBIX (1.19). CLBAX was incepted earlier than IYBIX: CLBAX (24 years) vs IYBIX (18 years). IYBIX (0.83) is less costly to investors than CLBAX (0.58). IYBIX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). IYBIX has a lower initial minimum investment than CLBAX: IYBIX (0) vs CLBAX (250). IYBIX annual gain was more profitable for investors over the last year : 10.96 vs. CLBAX (8.06). CLBAX return over 5 years is better than : 39.14 vs. IYBIX (5.53).
| CLBAX | IYBIX | CLBAX / IYBIX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.599 | 8.677 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.03B | 12,574% |
| Annual Yield % from dividends | 1.82 | 1.19 | 153% |
| Returns for 1 year | 8.06 | 10.96 | 74% |
| Returns for 3 years | 36.61 | 13.62 | 269% |
| Returns for 5 years | 39.14 | 5.53 | 708% |
| Returns for 10 years | 87.18 | 15.27 | 571% |
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