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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Macquarie Balanced Fund
Price$25.96
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX commentary
Oct 19, 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: 266B vs. IYBIX (2.04B). CLBAX pays higher dividends than IYBIX: CLBAX (1.76) vs IYBIX (1.12). CLBAX was incepted earlier than IYBIX: CLBAX (24 years) vs IYBIX (19 years). IYBIX (0.84) 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 : 9.92 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. IYBIX (7.49).
| CLBAX | IYBIX | CLBAX / IYBIX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.84 | 69% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.656 | 11.367 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.04B | 13,020% |
| Annual Yield % from dividends | 1.76 | 1.12 | 157% |
| Returns for 1 year | 8.72 | 9.92 | 88% |
| Returns for 3 years | 51.33 | 23.51 | 218% |
| Returns for 5 years | 43.96 | 7.49 | 587% |
| Returns for 10 years | 88.01 | 15.63 | 563% |