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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$36.73
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
NYLI Balanced Class R6
Price$31.24
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets439.98M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Jul 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 Buy and MBERX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 251B vs. MBERX (440M). MBERX pays higher dividends than CLBAX: MBERX (2.30) vs CLBAX (1.84). CLBAX was incepted earlier than MBERX: CLBAX (23 years) vs MBERX (8 years). MBERX (0.74) is less costly to investors than CLBAX (0.58). MBERX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). MBERX has a lower initial minimum investment than CLBAX: MBERX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 5.66 vs. MBERX (1.97). CLBAX return over 5 years is better than : 40.43 vs. MBERX (15.69).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.867 | 4.216 | 187% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 440M | 57,045% |
| Annual Yield % from dividends | 1.84 | 2.30 | 80% |
| Returns for 1 year | 5.66 | 1.97 | 287% |
| Returns for 3 years | 36.26 | 19.35 | 187% |
| Returns for 5 years | 40.43 | 15.69 | 258% |
| Returns for 10 years | 74.17 | N/A | - |
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