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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$36.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Macquarie Balanced Fund
Price$25.15
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets1.59B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. IYBIX (1.59B). CLBAX pays higher dividends than IYBIX: CLBAX (1.82) vs IYBIX (1.19). CLBAX was incepted earlier than IYBIX: CLBAX (23 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 : 15.45 vs. CLBAX (11.41). CLBAX return over 5 years is better than : 38.38 vs. IYBIX (6.88).
| CLBAX | IYBIX | CLBAX / IYBIX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.572 | 7.565 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.59B | 15,902% |
| Annual Yield % from dividends | 1.82 | 1.19 | 153% |
| Returns for 1 year | 11.41 | 15.45 | 74% |
| Returns for 3 years | 31.94 | 10.01 | 319% |
| Returns for 5 years | 38.38 | 6.88 | 558% |
| Returns for 10 years | 76.01 | 9.33 | 814% |
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