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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Macquarie Balanced Fund
Price$25.63
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX 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 IYBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. IYBIX (2B). CLBAX pays higher dividends than IYBIX: CLBAX (1.73) vs IYBIX (1.11). 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 (8.84) and CLBAX (8.81) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.86 vs. IYBIX (2.95).
| 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 | 13.743 | 9.951 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2B | 13,207% |
| Annual Yield % from dividends | 1.73 | 1.11 | 156% |
| Returns for 1 year | 8.81 | 8.84 | 100% |
| Returns for 3 years | 41.33 | 16.20 | 255% |
| Returns for 5 years | 39.86 | 2.95 | 1,352% |
| Returns for 10 years | 82.79 | 11.96 | 692% |
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