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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
NYLI Balanced Class R6
Price$30.31
Change-$0.70 (-2.26%)
VolumeN/A
Net Assets443.15M
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Apr 04, 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 MBERX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. MBERX (443M). MBERX pays higher dividends than CLBAX: MBERX (2.35) vs CLBAX (1.98). CLBAX was incepted earlier than MBERX: CLBAX (23 years) vs MBERX (7 years). MBERX (0.74) is less costly to investors than CLBAX (0.60). MBERX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (171.00). MBERX has a lower initial minimum investment than CLBAX: MBERX (0) vs CLBAX (250). MBERX annual gain was more profitable for investors over the last year : 2.03 vs. CLBAX (1.36). CLBAX return over 5 years is better than : 48.07 vs. MBERX (32.19).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.60 | 0.74 | 81% |
| Annual Report Gross Expense Ratio | 0.60 | 0.74 | 81% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | -2.148 | 0.527 | -407% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 1.98 | 2.35 | 84% |
| Returns for 1 year | 1.36 | 2.03 | 67% |
| Returns for 3 years | 10.33 | 7.63 | 135% |
| Returns for 5 years | 48.07 | 32.19 | 149% |
| Returns for 10 years | 59.69 | N/A | - |
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