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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$35.16
Change+$0.32 (+0.92%)
VolumeN/A
Net Assets239.3B
NYLI Balanced Class R6
Price$31.52
Change+$0.30 (+0.96%)
VolumeN/A
Net Assets447.69M
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Mar 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. MBERX (448M). MBERX pays higher dividends than CLBAX: MBERX (2.37) vs CLBAX (2.23). CLBAX was incepted earlier than MBERX: CLBAX (23 years) vs MBERX (7 years). MBERX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). 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 : 7.76 vs. MBERX (6.19). CLBAX return over 5 years is better than : 38.97 vs. MBERX (14.37).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 1.693 | 2.630 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 448M | 53,348% |
| Annual Yield % from dividends | 2.23 | 2.37 | 94% |
| Returns for 1 year | 7.76 | 6.19 | 125% |
| Returns for 3 years | 17.10 | 11.27 | 152% |
| Returns for 5 years | 38.97 | 14.37 | 271% |
| Returns for 10 years | 64.01 | N/A | - |
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