CLBAX
Price
$37.53
Change
+$0.07 (+0.19%)
Updated
Aug 27 closing price
Net Assets
255.46B
MBERX
Price
$32.14
Change
+$0.08 (+0.25%)
Updated
Aug 27 closing price
Net Assets
447.58M
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CLBAX vs MBERX

Header iconCLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERXBanner chart's image
American Funds American Balanced 529A
Price$37.53
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
NYLI Balanced Class R6
Price$32.14
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets447.58M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Aug 28, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. MBERX (448M). MBERX pays higher dividends than CLBAX: MBERX (2.30) vs CLBAX (1.82). CLBAX was incepted earlier than MBERX: CLBAX (24 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 : 7.30 vs. MBERX (2.81). CLBAX return over 5 years is better than : 38.66 vs. MBERX (15.25).
CLBAXMBERXCLBAX / MBERX
Total Expense Ratio0.580.7478%
Annual Report Gross Expense Ratio0.580.7478%
Fund Existence24 years8 years-
Gain YTD10.2177.219142%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets255B448M56,920%
Annual Yield % from dividends1.822.3079%
Returns for 1 year7.302.81260%
Returns for 3 years35.5419.07186%
Returns for 5 years38.6615.25254%
Returns for 10 years85.52N/A-
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